Wealth Advisor: Build Lasting Client Relationships

Next Phase Advisors; Huntsville (AL); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with matching

Bonus potential

Job summary

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.

Responsibilities

• 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.

Skills

Client relationship building

Communication skills

Organizational skills

Emotional intelligence

Ethical conduct

Education

Bachelor’s degree or equivalent experience

Tools

Wealthbox CRM

Job description

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.