Senior Private Wealth Advisor – Hybrid, Client Growth

BridgePort Financial Solutions; Phoenix (AZ); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Paid time off

Paid holidays and floating holidays

Medical coverage

Dental coverage

Vision coverage

Short- and long-term disability

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 advice, comprehensive planning, and long-term relationship management.

This role supports business growth through client acquisition and mentorship within the advisor team, with a hybrid schedule requiring three days in the office. Candidates should have deep wealth management expertise and FINRA licenses.

Qualifications

• 10+ years of financial advisory or wealth management experience with high-net-worth clients.
• FINRA Series 65 license or combination of Series 66 and Series 7 licenses.
• Deep expertise in investment planning and client relationship development.
• Strong communication and problem-solving skills.
• Ability to lead engagements and mentor advisors.

Responsibilities

• Serve as main advisor and point of contact for high-net-worth clients.
• Assess goals and recommend planning strategies aligned to needs.
• Lead client meetings, explain recommendations, and answer questions clearly.
• Guide investments, insurance, taxes, and estate planning considerations.
• Grow assets under management by identifying opportunities with clients and prospects.
• Share ideas to improve investment solutions and planning tools.
• Coach and support other advisors across the team.
• Maintain ongoing client relationships to build trust and retention.

Skills

Client relationship development

Investment planning

Wealth management strategies

Strong analytical skills

Independent leadership

Job description

BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management.

This role supports business growth through client acquisition and mentorship within the advisor team, with a hybrid schedule requiring three days in the office. Candidates should have deep wealth management expertise and FINRA licenses.