Wealth Consultant

Adams Brown•Manhattan, KS

About The Position

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

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.
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

Nice To Haves

CPA and/or CFP highly preferred.

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
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