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Senior Private Wealth Advisor - Hybrid, Client Growth

L5

bridgeport financial solutionsPhoenix, AZ11 days ago
BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management. This role supports business growth through client acquisition and mentorship within the advisor team, with a hybrid schedule requiring three days in the office. Candidates should have deep wealth management expertise and FINRA licenses.
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Level

SeniorL5

Location

Phoenix, AZ

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

11 days ago

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