Senior Private Wealth Advisor for High-Net-Worth Clients

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

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.