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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 2026-11-14
Job specializations:
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.

This is a strong position to take on the Senior Private Wealth Advisor for High-Net-Worth Clients role at Bridge Port Financial Solutions.

As a Senior Private Wealth Advisor for High-Net-Worth Clients, you will play an important part at Bridge Port Financial Solutions in Fairfield, IA, United States.

We invite applications for the Senior Private Wealth Advisor for High-Net-Worth Clients position located in Fairfield, IA, United States.

The following opening is for a Senior Private Wealth Advisor for High-Net-Worth Clients with Bridge Port Financial Solutions.

Position Requirements

10+ Years work experience
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