Wealth Advisor

Next Phase Advisors; Huntsville (AL); Sur place; USD 85 000 - 100 000; Plein temps

Avantages offerts par ce poste

Health insurance

Paid time off

401(k) with matching

Bonus potential

Résumé du poste

Next Phase Advisors, a Huntsville, AL-based retirement-focused financial advisory firm, seeks a Wealth Advisor – Existing Client Relationships. You’ll be the primary contact for an assigned group of clients, delivering personalized financial planning and investment guidance.

In this role, you’ll conduct regular client reviews, lead meetings with increasing autonomy, document discussions, and coordinate planning implementations.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years of financial advising experience preferred.
• Proven ability to build trust and lasting client relationships.

Responsabilités

• Serve as primary contact for assigned client relationships.
• Conduct regular client review meetings and follow-up discussions.
• Lead client review meetings with increasing autonomy and collaborate with senior advisor.
• Document meeting discussions, recommendations, and action items.
• Coordinate implementation of approved planning recommendations; prepare agenda and reports.
• Participate in client events and educational seminars.

Connaissances

Client relationship building

Communication skills

Organizational skills

Emotional intelligence

Ethical conduct

Formation

Bachelor’s degree or equivalent experience

Outils

Wealthbox CRM

Description du poste

Position: Wealth Advisor – Existing Client Relationships

Overview:

Next Phase Advisors is a retirement focused financial advisory firm based in Huntsville, AL committed to helping individuals and families build lasting financial security. We are excited to add a Wealth Advisor – Existing Client Relationships to our team!

You will play a critical role in delivering an exceptional client experience while helping clients stay on track to achieve their financial goals. Acting as a trusted point of contact, you will manage ongoing client relationships, coordinate financial planning and investment-related activities. The firm provides an established client base, so candidates are not required to bring an existing book of business. Instead, you can focus on delivering exceptional service, strengthening client relationships, and supporting the firm's continued growth.

What You’ll Do:

• Serve as the primary contact for an assigned group of client relationships
• Conduct regular client review meetings and follow-up discussions
• Lead client review meetings and ongoing service discussions with increasing autonomy while participating in joint meetings with senior advisor to learn the firm's planning philosophy
• Document meeting discussions, recommendations, and action items
• Lead annual client review meetings, maintain regular touchpoints throughout the year to strengthen relationships and address evolving needs, and oversee the implementation and follow-through of financial planning strategies and recommendations
• Respond to client inquiries regarding financial planning, investment accounts, and service-related requests in a timely manner
• Anticipate client needs and identify opportunities to enhance the client experience
• Help clients evaluate retirement income, Social Security, Roth-conversion opportunities, investment decisions and distribution needs
• Document prospect and client interactions, track activity within the firm's CRM system (Wealthbox)
• Coordinate the implementation of approved planning recommendations
• Prepare meeting agendas, presentation materials, financial planning reports, and account reviews
• Participate in client events, educational seminars, and community outreach initiatives

What We’re Looking For:

• Bachelor’s Degree or equivalent experience
• 3+ years’ of financial advising experience strongly preferred
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• A proven ability to build trust and develop lasting client relationships
• Exceptional listening, communication, and presentation skills
• Confidence leading conversations that help clients make important financial decisions
• Professional presence with a high degree of emotional intelligence
• Highly organized, self-driven, coachable, and collaborative
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Licenses & Certification Required:

• Active Series 65 license
• Active Life and Health Insurance license or accepted equivalent credentials, by start date
• All required registrations, licenses, and authorizations must be in good standing and effective before performing any client-facing work

Bonus Points:

What You’ll Get:

• $85k - $100k/year based on experience and licenses
• Bonus potential based on client service, proactive relationship management, and planning execution
• Paid health and dental insurance for the employee
• PTO
• 401(k) with matching

Schedule:

• In office: Monday – Thursday 9am – 5pm, Friday’s 9am - 1pm
• Candidates should be comfortable working from the Huntsville and Cullman office locations as needed to support client meetings, team collaboration, and business operations
• Some evenings required for client events