What are the responsibilities and job description for the Wealth Consultant position at AdamsBrown, LLC?
Description
Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business and local government. We offer holistic tax, accounting, payroll, audit, advisory, business transition & valuation, technology and wealth management services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals.
Position Summary
This position helps clients pursue financial health through a consultative approach by assessing the clients’ current financial situation, working with them to identify financial goals, identifying potential solutions, and leading them through the process of implementation. In addition, this role is responsible for deepening and growing relationships with high-value existing clients and cultivating new relationships with prospects in order to convert prospects to clients. These prospects may be existing tax clients who have not yet utilized the financial services of the firm or prospects outside of the current tax base entirely, depending on the firm vision and target market. In this role, the Financial Advisor may direct and/or manage the activities of team members.
FLSA Status: Exempt
Requirements
Required Experience and Education
Bachelor’s or Master’s degree with minimum of seven years 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
- Builds and fosters long-term relationship with a sustainable client base
- Meets with clients and prospects to discuss and evaluate the financial, investment and retirement needs of each client
- Presents appropriate financial solutions to clients through a consultative approach based on the client’s stated short- and long- term financial goals, financial needs and current financial situation
- Explains the types of financial services available and educates regarding options and potential risks
- Advises clients on how best they can fund specific projects and/or future financial needs, such as college, retirement or asset purchases
- Assures that the willingness of a client towards a specific investment decision is complimented by a clear understanding of the risks involved
- Helps the client balance the acquisition of assets against the need to meet day to day expenses
- Monitors client accounts and determines if changes are needed to improve performance or accommodate changes
- Conducts regular review meetings with high-value clients to monitor the plan and grow the client relationship
- Potentially leads, trains, mentors and directs the activities of other advisors and/or support staff who are supporting the client experience
- Travels to other offices as needed
- Conducts business in a compliant manner, staying up to date on new policies and regulations, and responding as appropriate
- Performs other duties as assigned
Desired Skills, Abilities, and Characteristics
- Ability to maintain confidentiality of firm and client information
- Ability to research products and procedures
- Excellent understanding of financial planning concepts in areas such as cash flow planning, retirement planning, investment analysis, stocks, bonds, mutual funds, real estate, income and estate tax, insurance and risk management strategy.
- Excellent written and verbal communication skills
- Client service oriented
- Ability to perform several tasks concurrently with ease and professionalism
- Ability to demonstrate a proven record of acting in the best interests of the investor/client
- Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors and clients
- Ability to work well with others
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.
Adams Brown, LLC. is an Equal Opportunity Employer.