Wealth Advisor, BridgePort

BridgePort Financial Solutions; Roseville (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

PTO & holidays

Disability & life insurance

Wellness programs

Job summary

BridgePort Financial Solutions 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.

The role emphasizes collaboration with Private Wealth Advisors, strong communication, and a hybrid work schedule.

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

Portfolio management

Client relationship

Communication skills

Independent work

FINRA Series 65

Series 66/7 combo

Financial planning

Investment guidance

Education

Bachelor's degree in finance or related field

Tools

CRM software

Portfolio analysis tools

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.

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 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.

Salary Range:

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.

Why BridgePort Financial Solutions?

Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and 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. Whether supporting advisors through growth, succession, acquisitions, or day-to-day operations, BridgePort provides the resources, expertise, and flexibility to help businesses thrive while preserving the independence and client-first approach that define them.

For further information about BridgePort, please visit https://www.bridgeport.financial/.

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.

Recruiting Agencies:

This position is being managed directly by BridgePort’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.