Senior Wealth Advisor - Personal Portfolio & Growth
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-10
Listing for:
EPC Eneric Petroleum Corp.
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bridge Port is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports long-term planning strategies, and helps grow client relationships through proactive service and trusted advice.
The position emphasizes proactive service, collaboration with Private Wealth Advisors, and ongoing portfolio management to meet client goals while aligning with firm standards and regulatory
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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