Wealth Advisor, BridgePort

Location: Boxborough

Wealth Advisor, Bridge Port page is loaded## Wealth Advisor, Bridge Port remote type:
Hybrid locations:
Boxborough, MAtime type:
Full time posted on:
Posted 11 Days Agojob requisition :
R-00009#
** Job Summary
** Bridge Port Financial Services, an SEC registered RIA and subsidiary company of Cambridge Investment Group, is seeking a dynamic and client-focused Wealth Advisor to join our growing team. This is a W-2 employment opportunity that allows entrepreneurial advisors to benefit from firm infrastructure, compliance support, and operational resources — without giving up the freedom to build strong client relationships.
We welcome candidates currently working independently (1099) who are seeking a transition to a W-2 model while bringing a book of business into a collaborative, growth-focused firm. If you are an experienced financial advisor with an established book of business looking for a new opportunity to grow within a supportive, team-oriented environment, this is the role for you!
We are open to applicants in the Boxborough, MA and Sacramento, CA area.#
** Key Deliverables and Responsibilities
*** Provide tailored investment advice to new and existing clients within the Bridge Port platform
* Manage client portfolios using individual securities and third-party strategies
* Lead client meetings, present financial plans, and implement recommendations
* Collaborate with Private Wealth Advisors on portfolio design Mentor junior advisors and client service staff Identify opportunities to increase AUM from existing clients
* Advise clients on a wide range of financial planning areas: investments, tax, retirement, education, insurance, and estate planning#
** What We Are Looking For
** The ideal candidate is an experienced financial professional with a strong background in investment management and holistic financial planning. The ideal candidate has a client-first mindset, excellent analytical and communication skills, and a passion for building long-term relationships. Candidates with an existing book of business who are considering a transition to a W-2 structure and want to join a mission-driven firm known for excellence will thrive in this role.
*
* Certifications:

*** Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 65 required. Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits package
** Company Overview:
** At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.Join

us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit
** Work Environments
** This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
** Recruiting Agencies: T
** his position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.#LI-MM2#LI-Hybrid
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