Hybrid Wealth Advisor - Client-Centric Investment Strategy
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-26
Listing for:
BRIDGEPORT FINANCIAL
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Bridge Port Financial seeks 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.
You will lead client meetings, collaborate with Private Wealth Advisors on portfolio construction, and coach junior team members, while focusing on identifying growth opportunities and
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