Wealth Advisor - Client Relationships & Planning

Advisor Talent Solutions; Huntsville (AL); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Paid health and dental insurance for员工

Job summary

Next Phase Advisors is a retirement-focused financial advisory firm based in Huntsville, AL seeking a Wealth Advisor – Existing Client Relationships to deliver an exceptional client experience and help clients stay on track with their financial goals.

You will manage ongoing client relationships, coordinate planning and investments, and lead reviews with increasing autonomy while collaborating with a senior advisor to learn the firm’s planning philosophy.

Qualifications

• Bachelor’s Degree or equivalent experience.
• 3+ years’ 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.

Responsibilities

• 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.

Skills

Client relationship management

Financial advice

Communication skills

Attention to detail

Integrity / ethics

Organizational skills

Presentation skills

Emotional intelligence

Education

Bachelor’s degree

Tools

Wealthbox CRM

Job description

Next Phase Advisors is a retirement-focused financial advisory firm based in Huntsville, AL seeking a Wealth Advisor – Existing Client Relationships to deliver an exceptional client experience and help clients stay on track with their financial goals.

You will manage ongoing client relationships, coordinate planning and investments, and lead reviews with increasing autonomy while collaborating with a senior advisor to learn the firm’s planning philosophy.