Senior Private Wealth Advisor – Hybrid, HNW Clients

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

Job summary

BridgePort Financial Solutions, LLC seeks an experienced Private Wealth Advisor to provide sophisticated investment advice, comprehensive financial planning, and long-term client relationship management for high-net-worth clients.

The role emphasizes leading engagements, supporting business development, and mentoring junior advisors to build a trusted advisory team within the Roseville area.

Qualifications

• 10+ years in wealth management or related advisory roles.
• FINRA licensing required.

Responsibilities

• Lead high-net-worth client engagements with tailored strategies.
• Support client acquisition and onboarding processes.
• Mentor and develop the advisor team to grow client assets.

Skills

Wealth management

Client relationship management

Mentor/leadership

Strategic planning

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.