Hybrid Wealth Advisor: Client-Focused Growth & Planning

BridgePort Financial Solutions; Roseville (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

PTO & holidays

Disability & life insurance

Wellness programs

Job summary

BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning strategies, and help grow client relationships through proactive service and trusted advice.

The role emphasizes collaboration with Private Wealth Advisors, strong communication, and a hybrid work schedule.

Qualifications

• 7+ years of financial services, investment advisory, or wealth management experience.
• FINRA Series 65 license or combination of Series 66 and Series 7 licenses.
• Strong understanding of investment management, financial planning, and client portfolio management.
• Effective communication, organization, and time-management skills with the ability to prioritize competing demands.
• Ability to work independently and collaboratively while building client relationships, identifying growth opportunities, and coaching team members.

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

Portfolio management

Client relationship

Communication skills

Independent work

FINRA Series 65

Series 66/7 combo

Financial planning

Investment guidance

Education

Bachelor's degree in finance or related field

Tools

CRM software

Portfolio analysis tools

Job description

BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning strategies, and help grow client relationships through proactive service and trusted advice.

The role emphasizes collaboration with Private Wealth Advisors, strong communication, and a hybrid work schedule.