Senior Private Wealth Advisor for High‑Net‑Worth Clients

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 120.000 - 190.000; Vollzeit

Benefits dieser Stelle

PTO & Holidays

Medical, Dental, Vision

Disability Insurance

Life Insurance

Wellness Incentives

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Relationship management

Investment planning

Financial analysis

Client onboarding

Mentoring Advisors

Ausbildung

FINRA Series 65 or Series 66 + 7 licenses

Jobbeschreibung

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.