Senior Wealth Advisor: Client-Centered Planning & Growth

BRIDGEPORT FINANCIAL; Phoenix (AZ); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Medical insurance

Dental coverage

Vision coverage

Life insurance

Wellness incentives

Job summary

BridgePort Financial is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning strategies, and help grow client relationships through proactive service and trusted advice.

You will lead client meetings, collaborate with Private Wealth Advisors on portfolio construction, and coach teammates to maintain consistency in service.

Qualifications

• 7+ years of financial services, investment advisory, or wealth management experience.
• FINRA Series 65 license or combination of Series 66 and Series 7 licenses.
• Strong understanding of investment management, financial planning, and client portfolio management.
• Effective communication, organization, and time-management skills with the ability to prioritize competing demands.
• Ability to work independently and collaboratively while building client relationships, identifying growth opportunities, and coaching team members.

Responsibilities

• Help clients with investment recommendations and portfolio questions.
• Stay in regular contact with clients and provide responsive, personalized service.
• Manage client portfolios using individual securities and third-party investment strategies.
• Lead client meetings and walk clients through their financial planning recommendations.
• Work with Private Wealth Advisors on portfolio construction and ongoing portfolio management.
• Look for ways to deepen client relationships and identify additional planning or investment needs.
• Help clients with questions related to investments, retirement, insurance, education, taxes, and estate planning.
• Coach Relationship Advisors and Client Services Advisors and help the team stay aligned.

Skills

Wealth management

Investment guidance

Portfolio management

Communication

Client relationship growth

Series 65 licensing

Series 66/7 licensing

Job description

BridgePort Financial is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning strategies, and help grow client relationships through proactive service and trusted advice.

You will lead client meetings, collaborate with Private Wealth Advisors on portfolio construction, and coach teammates to maintain consistency in service.