Private Wealth Advisor, BridgePort

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

PTO & Holidays

Medical, Dental, Vision

Disability Insurance

Life Insurance

Wellness Incentives

Job summary

BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors other advisors.

You will lead client engagements, tailor planning strategies, and maintain ongoing client communications to build trust and retention in a hybrid work environment.

Qualifications

• Extensive experience serving high-net-worth clients.
• Strong ability to translate client goals into actionable plans.
• Excellent communication and problem-solving skills.
• Proven track record in growing assets under management.
• Ability to mentor and coach other advisors.

Responsibilities

• Be primary advisor and main contact for high-net-worth clients.
• Assess client goals and tailor comprehensive planning strategies.
• Lead client meetings, explain recommendations clearly.
• Assist with investments, insurance, taxes, estate planning, and priorities.
• Grow the business by referencing new client opportunities.
• Offer ideas to improve investment solutions and tools.
• Provide coaching to other advisors and support the team.
• Maintain ongoing client communication to build trust and retention.

Skills

Relationship management

Investment planning

Financial analysis

Client onboarding

Mentoring Advisors

Education

FINRA Series 65 or Series 66 + 7 licenses

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 Responsibilities

• Act as the main advisor and primary point of contact for high-net-worth clients.
• Understand each client’s goals and recommend planning strategies that fit their needs.
• Lead client meetings, explain recommendations, and answer questions clearly.
• Assist clients with investments, insurance, taxes, estate planning, and other financial priorities.
• Build relationships with prospective clients and identify opportunities to grow the business.
• Share ideas that improve investment solutions, planning tools, and client offerings.
• Provide coaching, guidance, and support to other advisors.
• Maintain ongoing communication with clients to build trust, strengthen relationships, and support retention.

Qualifications

• 10+ years of financial advisory, wealth management, or investment planning experience with high-net-worth clients.
• FINRA Series 65 license or a 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.

Compensation

Base salary plus incentive compensation. The salary range is a good faith estimate based on the ideal candidate’s qualifications and other factors permitted by law; actual compensation may vary.

Benefits

• Paid time off, paid holidays, and floating holidays.
• Medical, dental, and vision coverage.
• Short‑term and long‑term disability.
• Company‑paid life insurance.
• Volunteer time off, wellness incentives, and additional benefits that support personal and professional well‑being.

Work Environment

Hybrid schedule: three days per week in the office. Applicants should be located near one of BridgePort’s hubs and be willing to work this schedule.

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.