Hybrid Wealth Advisor: Personal Portfolio & Planning

BridgePort Financial Solutions; Boxborough (MA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Holidays & floating holidays

Disability insurance

Life insurance

Wellness incentives

Volunteer time off

Job summary

BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This hybrid role manages client portfolios and supports long-term planning strategies for a growing client base in MA hubs near Boxborough.

You will lead client meetings, collaborate with Private Wealth Advisors on portfolio construction, and identify growth opportunities while providing proactive service across investments,

Qualifications

• 7+ years in financial services, investment advisory, or wealth management.

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

Client relationship management

Investment guidance

Communication

Time management

Job description

BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This hybrid role manages client portfolios and supports long-term planning strategies for a growing client base in MA hubs near Boxborough.

You will lead client meetings, collaborate with Private Wealth Advisors on portfolio construction, and identify growth opportunities while providing proactive service across investments,