Relationship Advisor, BridgePort

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, vision coverage

Disability insurance

Company‑paid life insurance

Volunteer time off, wellness

Job summary

BridgePort is seeking a detail-oriented Relationship Advisor to support existing client relationships and partner closely with senior advisors in a hybrid Phoenix office. You will prepare reports and meeting materials, join client meetings, take notes, summarize next steps, and help with follow‑up.

You will keep client work moving by tracking tasks, deadlines, and outstanding items, review client presentations, and assist with trading activity and billing reporting while supporting high‑quality

Qualifications

• 4+ years of financial services, client relationship management, or advisory support experience.
• Excellent communication, interpersonal, analytical, and problem‑solving skills.
• Experience preparing financial plans, client reports, presentation materials, and supporting senior advisors in client meetings.
• FINRA Series 65 license or Series 66 and Series 7 licenses.

Responsibilities

• Support client relationships by answering 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.

Skills

Relationship management

Attention to detail

Communication skills

Analytical skills

Time management

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 answering 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 a 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.

Benefits

• Paid time off, paid holidays and floating holidays.
• Medical, dental, and vision coverage.
• Short‑term and long‑term disability insurance.
• Company‑paid life insurance.
• Volunteer time off, wellness incentives, and additional benefits that support employees 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. We believe success is built through strong partnerships, thoughtful collaboration, and a shared commitment to exceptional service.

Work Environment

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.