Senior Private Wealth Advisor — Growth & Client Leadership (Hybrid)

BridgePort Financial Solutions; Boxborough (MA); Hybrid; USD 150,000 - 250,000; 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 Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment guidance and comprehensive planning. You will lead client engagements, help manage investments, taxes, and estate planning while mentoring peers.

The role emphasizes relationship-building, business growth through client acquisition, and thought leadership within the advisor team, with a hybrid schedule three days in the office and options to work near

Qualifications

• 10+ years of financial advisory or wealth management experience with high-net-worth clients.
• Deep expertise in investment planning and wealth management strategies.
• Strong communication, analytical, 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.
• Grow assets under management and mentor other advisors.

Skills

Client relationship development

Financial advisory

Investment planning

Mentoring advisors

Tools

FINRA Series 65

Series 66 & Series 7

Job description

BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment guidance and comprehensive planning. You will lead client engagements, help manage investments, taxes, and estate planning while mentoring peers.

The role emphasizes relationship-building, business growth through client acquisition, and thought leadership within the advisor team, with a hybrid schedule three days in the office and options to work near