Hybrid Relationship Advisor – Financial Planning Support

BridgePort Financial Solutions; Boxborough (MA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits

Paid time off

Medical, dental, vision

Job summary

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

The position offers a hybrid schedule with three days in the office, and candidates should be located near one of our hubs.

Qualifications

• 4+ years in financial services or client relationship management.
• FINRA Series 65 license or Series 66 + Series 7 licenses.
• Experience preparing financial plans and client reports.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent communication, interpersonal, and analytical skills.

Responsibilities

• Support client relationships by answering investment questions and service needs.
• Prepare reports, financial plans, and meeting materials for clients and advisors.
• Join client meetings, take notes, summarize next steps, and assist with follow-up.
• Keep client work moving by tracking tasks, deadlines, and outstanding items.
• Review client presentations and materials before sharing.
• Review trading activity and account transactions when needed.
• Help review quarterly billing and performance reporting.
• Research client service issues and assist in resolving them.

Skills

Attention to detail

Client relationship management

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 and partner closely with senior advisors. This role balances client interaction, planning support, operational oversight, and analytical work to help deliver high-quality financial planning and investment solutions.

The position offers a hybrid schedule with three days in the office, and candidates should be located near one of our hubs.