Client Relationship Advisor (Hybrid) - Financial Planning

BridgePort Financial Solutions; Roseville (CA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Paid time off

Holidays and floating holidays

Medical, dental, and vision coverage

Disability coverage

Life insurance

Volunteer time off

Job summary

BridgePort Financial Solutions is seeking a detail-oriented Relationship Advisor to support existing client relationships, partner with senior advisors, and help deliver high-quality financial planning and investment solutions.

The role blends client interaction, planning support, and analytical work. The successful candidate will have 4+ years in financial services, required licenses, and strong communication and organization to manage multiple priorities in a hybrid California environment.

Qualifications

• 4+ years in financial services, client relationship management, or advisory support.
• 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

Client relationship management

Attention to detail

Analytical skills

Communication skills

Multitasking

Education

FINRA Series 65 license

Series 66 and Series 7 licenses

Job description

BridgePort Financial Solutions is seeking a detail-oriented Relationship Advisor to support existing client relationships, partner with senior advisors, and help deliver high-quality financial planning and investment solutions.

The role blends client interaction, planning support, and analytical work. The successful candidate will have 4+ years in financial services, required licenses, and strong communication and organization to manage multiple priorities in a hybrid California environment.