Senior Private Wealth Advisor & Team Mentor
BridgePort Financial Solutions, LLC
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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
Job description
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.
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