Private Wealth Advisor, BridgePort

BridgePort Financial Solutions; Fairfield (IA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

BridgePort Financial Solutions seeks an experienced Private Wealth Advisor who focuses on relationships to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management.

The role acts as a trusted advisor, supports business growth through client acquisition, and provides mentorship and thought leadership across the advisor team.

Qualifications

• 10+ years in financial advisory, wealth management, or investment planning with high-net-worth clients.
• FINRA Series 65 license or Series 66/7 combination.
• Deep expertise in investment planning and client relationship development.
• Strong analytical, problem-solving, communication, and decision-making skills.

Responsibilities

• Serve as main advisor and point of contact for high-net-worth clients.
• Lead client meetings, explain recommendations, and answer questions clearly.
• Help clients with investments, insurance, taxes, and estate planning priorities.
• Grow assets under management and mentor other advisors.

Skills

Relationship building

Analytical thinking

Communication

Mentoring

Business development

Education

FINRA Series 65 license

FINRA Series 66 and Series 7 licenses

Tools

Investment planning tools

Job description

Job Summary

BridgePort is seeking an experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through sophisticated investment advice, comprehensive planning, and long-term relationship management. This role serves as a trusted advisor, supports business growth through client acquisition, and provides mentorship and thought leadership across the advisor team.

Key Deliverables And Responsibilities

• Work directly with high-net-worth clients as their main advisor and point of contact.
• Get to know each client's goals and recommend planning strategies that fit their needs.
• Lead client meetings, explain recommendations, and answer questions clearly.
• Help clients think through investments, insurance, taxes, estate planning, and other financial priorities.
• Build relationships with prospective clients and look for opportunities to grow the business.
• Share ideas that help improve investment solutions, planning tools, and client offerings.
• Act as a resource for other advisors and provide coaching, guidance, and support.
• Stay connected with clients to build trust, strengthen relationships, and support retention.

What We Are Looking For

• 10+ years of financial advisory, wealth management, or investment planning experience, including work with high-net-worth clients.
• FINRA Series 65 license or combination of Series 66 and Series 7 licenses.
• Deep expertise in investment planning, wealth management strategies, and client relationship development.
• Strong analytical, problem-solving, communication, and decision‑making skills.
• Ability to work independently, lead client engagements, grow assets under management, and mentor advisors.

Salary Range: Base salary plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Why BridgePort Financial Solutions?

Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company‑paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

Company Overview

At BridgePort, our purpose is to bridge the gap between today's needs and tomorrow's goals by helping financial advisors and clients move forward with clarity and care. As a growing fee‑only registered investment adviser (RIA), we empower advisors to grow, protect, and leave a legacy on their terms through flexible partnership models, integrated technology, and personalized support. Our collaborative approach allows advisors to focus on what matters most: building lasting client relationships while we help simplify the complexities of running a successful business.

Guided by our core values of integrity, commitment, kindness, and excellence, we believe success is built through strong partnerships, thoughtful collaboration, and a shared commitment to exceptional service. Whether supporting advisors through growth, succession, acquisitions, or day‑to‑day operations, BridgePort provides the resources, expertise, and flexibility to help businesses thrive while preserving the independence and client‑first approach that define them.

For further information about BridgePort, please visit https://www.bridgeport.financial/.

Work Environments

This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs and must be willing to work this schedule.

This position is being managed directly by BridgePort’s Talent Acquisition team.