Senior Private Wealth Advisor — Growth & Client Leadership (Hybrid)
BridgePort Financial Solutions
BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment guidance and comprehensive planning. You will lead client engagements, help manage investments, taxes, and estate planning while mentoring peers. The role emphasizes relationship-building, business growth through client acquisition, and thought leadership within the advisor team, with a hybrid schedule three days in the office and options to work near #J-18808-Ljbffr BridgePort Financial Solutions
Vacancy posted 4 days ago
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