Wealth Advisor: Client-Centric Hybrid Role

BridgePort Financial Solutions; Phoenix (AZ); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Paid time off

Paid holidays and floating holidays

Medical insurance

Dental insurance

Vision coverage

Short-term disability

Long-term disability

Company-paid life insurance

Volunteer time off

Job summary

BridgePort Financial Solutions, a wealth advisory firm in the Phoenix area, seeks 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 grow client relationships through proactive service and trusted advice.

This role requires top-notch communication, collaboration with Private Wealth Advisors, and the ability to coach team members while helping

Qualifications

• 7+ years of financial services experience including investment advisory or wealth management.
• 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.

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

Investment advisory

Wealth management

Client relationship management

Communication

Time management

Job description

BridgePort Financial Solutions, a wealth advisory firm in the Phoenix area, seeks 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 grow client relationships through proactive service and trusted advice.

This role requires top-notch communication, collaboration with Private Wealth Advisors, and the ability to coach team members while helping