Wealth Advisory Assistant

Position Summary

Our Wealth Advisory Assistants are the cornerstone of our wealth management business and are tasked with supporting both our Investment Advisor Representatives, Registered Representatives, and the clients they serve. We are looking for candidates who enjoy a fast‑paced, administrative atmosphere while building internal and external relationships with staff and clients. An understanding of the concepts, practices, and procedures within the field as well as experience in the finance or wealth management industry is preferred.

FLSA Status: Non‑exempt

Major Duties and Responsibilities

• Wealth Advisory Assistants pivot between client service work such as opening accounts, scheduling client review meetings, and inputting client account data and then working behind the scenes creating reports, researching product info, and maintaining our internal file systems.
• Process checks for clients
• Maintains a system to monitor review of investment clients and schedule meetings
• Travel to other offices as needed and perform other duties as assigned

Desired Skills, Abilities, And Characteristics

• Associate Degree with two years of administrative office experience preferred
• Excellent written and verbal communication skills
• Ability to perform several tasks concurrently with ease and professionalism
• Excellent organizational skills with high attention to detail
• Intermediate knowledge in Word, Excel, and Outlook
• Previous experience in a financial institution or wealth management office preferred

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 through tax season and 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.

Entry level

Full‑time

Finance and Sales

Accounting