Financial Planning Relationship Advisor

BridgePort Financial Solutions; Phoenix (AZ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Paid holidays and floating holidays

Medical, dental, and vision coverage

Short- and long-term disability

Company-paid life insurance

Volunteer time off

Wellness incentives

Job summary

BridgePort Financial Solutions seeks a detail-oriented Relationship Advisor to support existing client relationships and work closely with senior advisors on financial planning and investment solutions.

The role combines client interaction, planning support, and analytical tasks with hybrid work requirements and a focus on accurate reporting and client service across multiple priorities.

Qualifications

• 4+ years in financial services, client relationship management, or advisory support.
• Experience preparing financial plans, client reports, and presentation materials.
• Strong attention to detail, organization, and ability to manage multiple priorities.
• Excellent communication, interpersonal, analytical, and problem-solving skills.

Responsibilities

• Support client relationships by addressing investment-related questions and service needs.
• Prepare reports, financial plans, and meeting materials for clients and advisors.
• Attend client meetings, take notes, summarize actions, and assist with follow-up.
• Track tasks, deadlines, and outstanding items to keep client work moving forward.
• Review client presentations and materials before sharing with clients.
• Review trading activity and account transactions when needed.
• Assist with quarterly billing and performance reporting.
• Research client service issues and help resolve them with updates to advisors.

Skills

Relationship management

Attention to detail

Communication skills

FINRA licenses

Job description

BridgePort Financial Solutions seeks a detail-oriented Relationship Advisor to support existing client relationships and work closely with senior advisors on financial planning and investment solutions.

The role combines client interaction, planning support, and analytical tasks with hybrid work requirements and a focus on accurate reporting and client service across multiple priorities.