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Client Relations & Planning Specialist
Job in
Fairfield, Jefferson County, Iowa, 52557, USA
Listed on 2026-07-25
Listing for:
BridgePort Financial Solutions
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bridge Port Financial Solutions in Fairfield, IA is seeking a Relationship Advisor to support existing client relationships and partner closely with senior advisors. The role balances client interaction, planning support, operational oversight and analytical work to deliver high-quality financial planning and investment solutions.
The position is hybrid, requiring three days weekly in the office, with a focus on preparing client materials, coordinating with advisors, and ensuring timely follow-up
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