Hybrid Wealth Advisor - Client-Centric Portfolio Guidance

BridgePort Financial Solutions; Fairfield (IA); Hybrid; USD 95,000 - 165,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Life insurance

Paid time off

Volunteer time off

Wellness incentives

Disability insurance

Job summary

BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role handles client portfolios, supports long-term planning, and expands client relationships through proactive service and trusted advice.

The position emphasizes collaboration with Private Wealth Advisors, portfolio construction, and ongoing portfolio management, with a hybrid work schedule near multiple hubs.

Qualifications

• 7+ years in financial services or wealth management.
• FINRA Series 65 license or Series 66/7 combination.
• Strong investment management and financial planning knowledge.
• Excellent communication, organization, and time management.
• Ability to work independently and collaboratively while coaching others.

Responsibilities

• Help clients with investment recommendations and portfolio questions.
• Stay in regular contact with clients and provide responsive, personalized service.
• Manage client portfolios using individual securities and third-party investment strategies.
• Lead client meetings and walk clients through their financial planning recommendations.
• Work with Private Wealth Advisors on portfolio construction and ongoing portfolio management.
• Look for ways to deepen client relationships and identify additional planning or investment needs.
• Help clients with questions related to investments, retirement, insurance, education, taxes, and estate planning.
• Coach Relationship Advisors and Client Services Advisors and help the team stay aligned.

Skills

Investment management

Financial planning

Client portfolio management

Communication

Time management

Coaching team

Education

FINRA Series 65 license

Series 66 and Series 7 licenses

Job description

BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role handles client portfolios, supports long-term planning, and expands client relationships through proactive service and trusted advice.

The position emphasizes collaboration with Private Wealth Advisors, portfolio construction, and ongoing portfolio management, with a hybrid work schedule near multiple hubs.