Client Relations & Planning Specialist

BridgePort Financial Solutions; Fairfield (IA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

BridgePort Financial Solutions in Fairfield, IA is seeking a Relationship Advisor to support existing client relationships and partner closely with senior advisors. The role balances client interaction, planning support, operational oversight and analytical work to deliver high-quality financial planning and investment solutions.

The position is hybrid, requiring three days weekly in the office, with a focus on preparing client materials, coordinating with advisors, and ensuring timely follow-up

Qualifications

• 4+ years of financial services, client relationship management, or advisory support experience.
• FINRA Series 65 license or combination of Series 66 and Series 7 licenses.
• Strong attention to detail, organization, follow-through, and ability to manage multiple priorities.
• Excellent communication, interpersonal, analytical, and problem-solving skills.
• Experience preparing financial plans, client reports, presentation materials, and supporting senior advisors in client meetings.

Responsibilities

• Support client relationships by helping answer investment-related questions and service needs.
• Prepare reports, financial plans, and meeting materials for clients and advisors.
• Join client meetings, take notes, summarize next steps, and help with follow-up.
• Keep client work moving by tracking tasks, deadlines, and outstanding items.
• Review client presentations and materials before they are shared.
• Review trading activity and account transactions when needed.
• Help review quarterly billing and performance reporting.
• Research client service issues, help resolve them, and keep advisors updated.

Skills

Experience in financial services

FINRA Series 65 license

Strong attention to detail

Communication skills

Prepare financial plans and client/ 보고

Job description

BridgePort Financial Solutions in Fairfield, IA is seeking a Relationship Advisor to support existing client relationships and partner closely with senior advisors. The role balances client interaction, planning support, operational oversight and analytical work to deliver high-quality financial planning and investment solutions.

The position is hybrid, requiring three days weekly in the office, with a focus on preparing client materials, coordinating with advisors, and ensuring timely follow-up