Hybrid Wealth Advisor: Personal Portfolio & Planning
BridgePort Financial Solutions
BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This hybrid role manages client portfolios and supports long-term planning strategies for a growing client base in MA hubs near Boxborough. You will lead client meetings, collaborate with Private Wealth Advisors on portfolio construction, and identify growth opportunities while providing proactive service across investments, #J-18808-Ljbffr BridgePort Financial Solutions
Vacancy posted 1 day ago
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