Senior Wealth Advisor - Personal Portfolio & Growth

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 120.000 - 190.000; Vollzeit

Benefits dieser Stelle

Health benefits

Paid time off

Floating holidays

Medical, dental, and vision coverage

Disability insurance

Life insurance

Volunteer time off

Wellness incentives

Zusammenfassung

BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports long-term planning strategies, and helps grow client relationships through proactive service and trusted advice.

The position emphasizes proactive service, collaboration with Private Wealth Advisors, and ongoing portfolio management to meet client goals while aligning with firm standards and regulatory

Qualifikationen

• 7+ years in financial services, investment advisory or wealth management.
• Licensing: FINRA Series 65 or Series 66/7 combo.
• Strong investment management, financial planning and portfolio management understanding.
• Excellent communication, organization and prioritization skills.
• Ability to work independently and collaboratively while growing client relationships.

Aufgaben

• Provide investment recommendations and answer portfolio questions.
• Maintain regular client contact and deliver personalized service.
• Manage client portfolios using securities and third‑party strategies.
• Lead client meetings and guide financial planning recommendations.
• Collaborate with Private Wealth Advisors on portfolio construction and management.
• Identify opportunities to deepen relationships and address client needs.
• Assist clients with questions on investments, retirement, taxes and estate planning.
• Coach Relationship Advisors and Client Services Advisors to stay aligned.

Kenntnisse

Investment management

Client relationship management

Communication

Time management

Ausbildung

FINRA Series 65 license

Series 66 and Series 7 licenses

Jobbeschreibung

BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports long-term planning strategies, and helps grow client relationships through proactive service and trusted advice.

The position emphasizes proactive service, collaboration with Private Wealth Advisors, and ongoing portfolio management to meet client goals while aligning with firm standards and regulatory