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Senior Private Wealth Advisor High-Net-Worth Clients

Job in Fairfield, Jefferson County, Iowa, 52557, USA
Listing for: BridgePort Financial Solutions
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 120000 - 190000 USD Yearly USD 120000.00 190000.00 YEAR
Job Description & How to Apply Below
Position: Senior Private Wealth Advisor for High-Net-Worth Clients

Bridge Port Financial Solutions seeks an experienced Private Wealth Advisor who focuses on relationships to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management.

The role acts as a trusted advisor, supports business growth through client acquisition, and provides mentorship and thought leadership across the advisor team.

Are you ready to take on the Senior Private Wealth Advisor for High-Net-Worth Clients role at Bridge Port Financial Solutions?

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Senior Private Wealth Advisor for High-Net-Worth Clients role in the description above.

We appreciate your interest in this position.

Join Bridge Port Financial Solutions and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

Position Requirements
10+ Years work experience
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