Wealth Advisor – Existing Client Relationships

Next Phase Advisors is seeking a Wealth Advisor to manage and strengthen relationships with an established client base, focusing on delivering exceptional service and supporting clients in achieving their financial goals. The role involves conducting regular review meetings, coordinating financial planning and investment activities, and serving as a trusted point of contact for ongoing client needs. This position offers the opportunity to grow within a retirement-focused firm without the requirement of bringing an existing book of business.