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Description
Position Summary
The individual in this position provides financial planning and investment advice to clients, both individuals and businesses; assists clients to maintain a good balance of investment earnings, assets and an acceptable risk level; provides regarding financial investments such as stocks, bonds, mutual funds and other investment strategies.
FLSA Status: Exempt
Requirements
Required Experience and Education
Bachelor’s or Master’s degree with a minimum of three years of client-facing financial planning experience, or equivalent combination of education and experience. Requires licensing for Kansas Life and Health, Series 66 and Series 7. CPA and/or CFP highly preferred.
Major Duties and Responsibilities
Desired Skills, Abilities, and Characteristics
Working Conditions
Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.
AdamsBrown, LLC. is an Equal Opportunity Employer.
Full Time
$55k-82k (estimate)
02/05/2024
04/30/2024
The job skills required for Wealth Consultant include Planning, Client Service, Financial Services, Futures, Financial Planning, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Consultant positions, which can be used as a reference in future career path planning. As a Wealth Consultant, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Consultant. You can explore the career advancement for a Wealth Consultant below and select your interested title to get hiring information.