Wealth Advisor: Personal Planning & Portfolios

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

Job summary

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

The role requires at least 7 years in financial services, with FINRA Series 65 or a combination of Series 66 and Series 7.

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.

Job description

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

The role requires at least 7 years in financial services, with FINRA Series 65 or a combination of Series 66 and Series 7.