Wealth Advisor — Build Trusted Client Relationships

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

Benefits offered by this job

Health insurance

PTO

401(k) with matching

Dental insurance

Job summary

Next Phase Advisors, a Huntsville-based retirement-focused financial advisory firm, seeks a Wealth Advisor – Existing Client Relationships to manage ongoing client relationships and coordinate financial planning and investments.

You will deliver superior client service, conduct reviews, and support growth without needing an existing book of business. A strong license and ethical standards are required.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years of financial advising experience preferred.
• Strong proficiency across platforms and operating systems.
• Proven ability to build trust and lasting client relationships.
• Excellent listening, communication, and presentation skills.
• Confidence leading conversations that aid financial decisions.
• High integrity and ethical conduct with confidential information.
• Organized, self-driven, coachable, and collaborative.

Responsibilities

• Serve as the primary contact for an assigned group of client relationships.
• Conduct regular client review meetings and follow-up discussions.
• Lead client reviews and service discussions with increasing autonomy.
• Document meeting discussions, recommendations, and actions.
• Lead annual client reviews and oversee implementation of planning strategies.
• Respond to client inquiries about planning and investments in a timely manner.
• Identify opportunities to enhance the client experience.
• Assist clients with retirement income, Social Security, Roth conversions, and investments.

Skills

Client relationships

Communication

Emotional intelligence

Organization

Ethical conduct

Education

Bachelor’s degree or equivalent

Tools

Wealthbox CRM

Job description

Next Phase Advisors, a Huntsville-based retirement-focused financial advisory firm, seeks a Wealth Advisor – Existing Client Relationships to manage ongoing client relationships and coordinate financial planning and investments.

You will deliver superior client service, conduct reviews, and support growth without needing an existing book of business. A strong license and ethical standards are required.