Senior Private Wealth Advisor – Hybrid, HNW Clients

BridgePort Financial Solutions; Roseville (CA); Hybrid; USD 120,000 - 210,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, and vision coverage

Disability and life insurance

Job summary

BridgePort Financial Solutions seeks an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. The role supports client acquisition and mentorship among the advisor team, fostering growth and trust across the client base.

Ideal candidates will bring 10+ years in wealth management, FINRA licensing, and a proven ability to lead engagements while mentoring others.

Qualifications

• 10+ years of financial advisory, wealth management, or investment planning experience with high-net-worth clients.
• FINRA Series 65 license or Series 66/7 combination.
• Deep expertise in investment planning and client relationship development.

Responsibilities

• Directly advise high-net-worth clients as their main advisor and point of contact.
• Lead client meetings, explain recommendations, and answer questions clearly.

Skills

Advanced client relationship building

FINRA licensing

Investment planning

Analytical and communication skills

Mentoring advisors

Job description

BridgePort Financial Solutions seeks an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. The role supports client acquisition and mentorship among the advisor team, fostering growth and trust across the client base.

Ideal candidates will bring 10+ years in wealth management, FINRA licensing, and a proven ability to lead engagements while mentoring others.