Senior Private Wealth Advisor for Clients
EPC Eneric Petroleum Corp.
BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors other advisors.
You will lead client engagements, tailor planning strategies, and maintain ongoing client communications to build trust and retention in a hybrid work environment.
#J-18808-LjbffrVacancy posted 5 days ago
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