Client-Centric Wealth Advisor (Hybrid) — Investment & Planning

BridgePort Financial Solutions, LLC; Phoenix (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

BridgePort Financial Solutions, LLC in the Phoenix area is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management for a diverse client base. You will manage client portfolios, support long-term planning strategies, and grow client relationships through proactive service and trusted advice.

The role requires strong communication, collaboration with Private Wealth Advisors, and a commitment to coaching teammates to

Responsibilities

• Deliver personalized investment guidance and financial planning to clients.
• Manage client portfolios and support long-term planning strategies.
• Grow client relationships through proactive service and trusted advice.
• Collaborate with Private Wealth Advisors and coach team members to maintain high client service standards.

Job description

BridgePort Financial Solutions, LLC in the Phoenix area is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management for a diverse client base. You will manage client portfolios, support long-term planning strategies, and grow client relationships through proactive service and trusted advice.

The role requires strong communication, collaboration with Private Wealth Advisors, and a commitment to coaching teammates to