Full-Time
Wealth Advisory Assistant
Adams Brown
201-500 employees
CPA and advisory services for businesses
No salary listed
Hays, KS, USA
In Person
Travel to other offices may be required as needed.
Associate's
 Administrative & Executive Assistance (1) |
|---|
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- Knowledge of concepts, practices, and procedures within the field.
- Ability to maintain confidentiality of firm and client information.
- Ability to research products and procedures.
- Ability to perform several tasks concurrently with ease and professionalism.
- Excellent organizational skills with high attention to detail.
- Intermediate knowledge of Microsoft Word, Excel, and Outlook.
- Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients.
- Initiative and willingness to learn and efficiently utilize in-house software programs.
- Maintain a filing system for financial services.
- Open new client accounts.
- Input, maintain, and update client account data.
- Process checks for clients.
- Create reports and spreadsheets as requested by advisors.
- Serve as a liaison between Investment Advisor Representatives, Registered Representatives, and clients.
- Maintain a system to monitor investment-client reviews and schedule meetings.
- Travel to other offices as needed.
- Perform other duties as assigned.
- Experience in the finance or wealth management industry.
- An Associate’s degree with two years of administrative office experience.
- Written and verbal communication skills.
- Client-service orientation.
Adams Brown is a CPA and advisory firm that provides accounting, tax, and consulting services to businesses and their owners across the United States. Its offerings include traditional accounting work (audit, tax planning, bookkeeping, financial reporting) and advisory services tailored to industries such as agriculture, closely-held businesses, construction, dental practices, government, healthcare, manufacturing, and serving high-net-worth individuals. The firm works by blending established accounting skills with modern technology and a nationwide team to deliver value-added solutions for clients. Unlike many firms, Adams Brown focuses on industry specialties and long-standing client relationships built since 1945, combining local expertise with broad national reach. The goal is to exceed client expectations by delivering practical, technology-enabled accounting and advisory services that help clients operate more effectively and make informed decisions.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Overland Park, Kansas
Founded
N/A
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Simplify's Take
What believers are saying
- Net revenue reached $58.63 million in 2026, up 8.3% year over year.
- The firm grew from 12 to 18 offices and 351 to 388 personnel.
- 2026 launches with Heritage Trust and ProNovos expand advisory revenue beyond compliance work.
What critics are saying
- Accounting Today recognition masks dependence on serial acquisitions like Stafford & Westervelt, 2025.
- Private Asset Solutions and Trust Solutions add complexity; integration failures would dilute margins fast.
- Any misstep in regulated trust services could damage brand trust and cross-selling momentum.
What makes Adams Brown unique
- Adams Brown blends CPA, wealth, and trust services under one client team.
- Its 2026 construction focus plus ProNovos partnership deepens contractor cash-flow intelligence.
- Operating 18 offices with local roots, it offers scale without Big Four distance.
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Benefits
Flexible Work Hours
Unlimited Paid Time Off
Paid Holidays