Wealth Advisor, BridgePort

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Floating holidays

Medical, dental, and vision coverage

Disability insurance

Life insurance

Volunteer time off

Wellness incentives

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Investment management

Client relationship management

Communication

Time management

Education

FINRA Series 65 license

Series 66 and Series 7 licenses

Job description

Job Summary

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.

Key Deliverables and 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.

What We Are Looking For

• 7+ years of financial services, investment advisory, or wealth management experience.
• FINRA Series 65 license or a 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.

Compensation

Base salary plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Benefits

Our comprehensive benefits package is designed to support your health, well‑being, and work‑life balance. We offer paid time off, paid holidays, floating holidays, medical, dental, and vision coverage, short‑ and long‑term disability, and company‑paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

Company Overview

At BridgePort, our purpose is to bridge the gap between today’s needs and tomorrow’s goals by helping financial advisors and clients move forward with clarity and care. As a growing fee‑only registered investment adviser (RIA), we empower advisors to grow, protect, and leave a legacy on their terms through flexible partnership models, integrated technology, and personalized support. Our collaborative approach allows advisors to focus on what matters most: building lasting client relationships while we help simplify the complexities of running a successful business. Guided by our core values of integrity, commitment, kindness, and excellence, we believe success is built through strong partnerships, thoughtful collaboration, and a shared commitment to exceptional service.

Work Environments

This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs and must be willing to work this schedule.