Wealth Advisor, BridgePort

Job Summary

Bridge Port Financial Services, an SEC‑registered RIA and subsidiary of Cambridge Investment Group, is seeking a dynamic, client‑focused Wealth Advisor to join our growing team. This W‑2 opportunity allows entrepreneurial advisors to benefit from firm infrastructure, compliance support, and operational resources while building strong client relationships.

Boxborough, MA and Sacramento, CA.

• 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 and 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.

• Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 65 required.
• Experience as an independent financial advisor with an established book of business is preferred.
• Client‑first mindset, excellent analytical and communication skills, and passion for building long‑term relationships.

Comprehensive benefits package: paid time off, paid holidays, floating holidays, medical, dental, vision coverage, short‑term and long‑term disability, company‑paid life insurance. Associates enjoy volunteer time off, wellness incentives, and additional benefits that support personal and professional growth.

Founded in 1981, Cambridge has nearly 45 years of experience supporting independent financial advisors with industry‑leading tools, compliance, and transition services. Guided by core values—integrity, commitment, flexibility, and kindness—Cambridge puts financial advisors first in every decision. 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.

Cambridge is committed to building a diverse, inclusive, and empowering workplace.

Hybrid schedule: 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.