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Next Phase Advisory Group jobs and careers

United States

As of October 23, 2026, Next Phase Advisory Group has no open roles listed.

About Next Phase Advisory Group

Next Phase Advisory Group works as your trusted guides, clarifying your goals and helping you navigate life’s transitions. As Financial planners for high-net-worth professionals and business owners, we provide big-picture thinking that goes well beyond the investment portfolio. Our advisors have received an array of awards and accolades including FORBES 2025 Best-In-State Wealth Management Teams*. Our holistic approach aligns your life plan with your financial plan, putting together the most strategic balance of retirement planning, insurance solutions, intergenerational planning, wealth management and more. We only have one goal in mind—your best life. We not only help you define what that is but also plot a decisive course to get you there. To achieve that, we build a close relationship with every client. As a Private Client Group firm within Northwestern Mutual, we have access to all the resources befitting high-wealth clients. When working with our team, your journey only gets better. Imagine a life plan without financial worries. That is our goal, living your best life. For additional information regarding our firm, partners, financial advisors, or our servicing team visit our website at www.nextphaseadvisorygroup.com. *Forbes Best-In-State Wealth Management Teams (January 2025) based upon data as of March 31 the preceding year. Research & ranking provided by SHOOK ® Research, LLC. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Founded in 1990 by Kevin Olson and Michael Polan.

Founded
1990
Employees
11 to 50
Headquarters
United States

Jobs at Next Phase Advisory Group

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Next Phase Advisory Group jobs: common questions

Is Next Phase Advisory Group hiring right now?
Next Phase Advisory Group has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Next Phase Advisory Group's careers site.
Where is Next Phase Advisory Group headquartered?
Next Phase Advisory Group is headquartered in United States and was founded in 1990.
How do I apply for a job at Next Phase Advisory Group?
Pick a role on Next Phase Advisory Group's TheJobsMap page and select Apply. Every listing links to the original posting on Next Phase Advisory Group's own careers site, so you apply directly with the employer.