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
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
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
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