Relationship Advisor, BridgePort

BRIDGEPORT FINANCIAL; Phoenix (AZ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Holidays and floating holidays

Medical, dental, and vision coverage

Short- and long-term disability

Company-paid life insurance

Volunteer time off

Wellness incentives

Job summary

BridgePort Financial is seeking a detail-oriented Relationship Advisor to support existing client relationships and partner closely with senior advisors. This role balances client interaction, planning support, operational oversight, and analytical work to help deliver high-quality financial planning and investment solutions.

We offer a hybrid schedule with three days in the office, and candidates should be located near one of our hubs in Phoenix, AZ.

Qualifications

• 4+ years of financial services, client relationship management, or advisory support experience.
• Experience preparing financial plans, client reports, presentation materials, and supporting senior advisors in client meetings.
• FINRA licenses (65 or 66/7) required or combination thereof.

Responsibilities

• Support client relationships by helping answer investment-related questions and service needs.
• Prepare reports, financial plans, and meeting materials for clients and advisors.
• Join client meetings, take notes, summarize next steps, and help with follow-up.
• Keep client work moving by tracking tasks, deadlines, and outstanding items.
• Review client presentations and materials before they are shared.
• Review trading activity and account transactions when needed.
• Help review quarterly billing and performance reporting.
• Research client service issues and help resolve them.

Skills

Attention to detail

Organization

Communication

Analytical thinking

Education

FINRA Series 65 license

Series 66 and Series 7 licenses

Job description

Job Summary

BridgePort is seeking a detail-oriented Relationship Advisor to support existing client relationships and partner closely with senior advisors. This role balances client interaction, planning support, operational oversight, and analytical work to help deliver high-quality financial planning and investment solutions.

Key Deliverables and Responsibilities

• Support client relationships by helping answer investment-related questions and service needs.

• Prepare reports, financial plans, and meeting materials for clients and advisors.

• Join client meetings, take notes, summarize next steps, and help with follow-up.

• Keep client work moving by tracking tasks, deadlines, and outstanding items.

• Review client presentations and materials before they are shared.

• Review trading activity and account transactions when needed.

• Help review quarterly billing and performance reporting.

• Research client service issues, help resolve them, and keep advisors updated.

What We Are Looking For

• 4+ years of financial services, client relationship management, or advisory support experience.

• FINRA Series 65 license or combination of Series 66 and Series 7 licenses.

• Strong attention to detail, organization, follow-through, and ability to manage multiple priorities.

• Excellent communication, interpersonal, analytical, and problem-solving skills.

• Experience preparing financial plans, client reports, presentation materials, and supporting senior advisors in client meetings.

Salary Range: $70,000 - $100,000 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.

Recruiting Agencies: This position is being managed directly by BridgePort’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.