Senior Private Wealth Advisor - Hybrid, Client Growth
bridgeport financial solutionsPhoenix, AZ
Senior Private Wealth Advisor - Hybrid, Client Growth
L5
bridgeport financial solutionsPhoenix, AZ11 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesBridgePort 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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