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Senior Private Wealth Advisor & Team Mentor

BridgePort Financial Solutions, LLC

BridgePort Financial Solutions, LLC seeks an experienced Private Wealth Advisor to provide sophisticated investment advice, comprehensive financial planning, and long-term client relationship management for high-net-worth clients. The role emphasizes leading engagements, supporting business development, and mentoring junior advisors to build a trusted advisory team within the Roseville area. #J-18808-Ljbffr BridgePort Financial Solutions, LLC

Vacancy posted 1 day ago
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