Wealth Advisor - Huntsville, AL

Advisor Talent Solutions • Huntsville, AL

1d • $85,000 - $100,000 • Onsite

About The Position

Next Phase Advisors, a retirement-focused financial advisory firm based in Huntsville, Alabama, is hiring a Wealth Advisor to manage existing client relationships. The firm provides an established client base, so the advisor is not expected to bring a book of business. The role focuses on delivering an exceptional client experience, maintaining trusted relationships, and supporting clients as they work toward their financial goals.

The advisor will serve as the primary contact for an assigned group of clients, lead client reviews with increasing autonomy, and coordinate financial planning and investment-related activities. The position includes evaluating retirement income, Social Security, Roth-conversion opportunities, investment decisions, and distribution needs; preparing client materials and reports; documenting interactions in Wealthbox; and coordinating approved recommendations. The advisor will also participate in client events, educational seminars, and community outreach.

The regular in-office schedule is Monday through Thursday, 9 a.m. to 5 p.m., and Friday, 9 a.m. to 1 p.m. The advisor should be comfortable working from the Huntsville and Cullman offices as needed. Some evenings are required for client events. Compensation is $85,000–$100,000 per year based on experience and licenses, with bonus potential based on client service, proactive relationship management, and planning execution.

Requirements

• Bachelor's degree or equivalent experience.
• Active Series 65 license.
• Active Life and Health Insurance license or accepted equivalent credentials by the start date.
• All required registrations, licenses, and authorizations must be in good standing and effective before performing client-facing work.
• Strong proficiency and confidence working across various platforms and operating systems.
• 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 and a high degree of emotional intelligence.
• Highly organized, self-driven, coachable, and collaborative.
• Strong integrity and commitment to ethical conduct, particularly when handling confidential client information and financial matters.
• Comfort working in the Huntsville and Cullman offices as needed and attending some evening client events.

Nice To Haves

• Three or more years of financial advising experience is strongly preferred.
• CFP designation.

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 the senior advisor to learn the firm's planning philosophy.
• Document meeting discussions, recommendations, and action items.
• Lead annual client review meetings and maintain regular touchpoints throughout the year to strengthen relationships and address evolving needs.
• Oversee implementation and follow-through of financial planning strategies and recommendations.
• Respond in a timely manner to client inquiries about financial planning, investment accounts, and service-related requests.
• 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 and track activity in the firm's Wealthbox CRM system.
• Coordinate 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.
• Work from the Huntsville and Cullman office locations as needed to support client meetings, team collaboration, and business operations.

Benefits

• Paid health insurance for the employee.
• Paid dental insurance for the employee.
• PTO.
• 401(k) with matching.
• Bonus potential based on client service, proactive relationship management, and planning execution.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level