Wealth Consultant

Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, professional services, closely held business, local government and not-for- profit. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology, wealth management and trust 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. Visit our website to see current office locations.

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