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Financial Planning Relationship Advisor
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-27
Listing for:
BridgePort Financial Solutions
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bridge Port Financial Solutions seeks a detail-oriented Relationship Advisor to support existing client relationships and work closely with senior advisors on financial planning and investment solutions.
The role combines client interaction, planning support, and analytical tasks with hybrid work requirements and a focus on accurate reporting and client service across multiple priorities.
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