More jobs:
Client Relationship Advisor (Hybrid) - Financial Planning
Job in
Roseville, Placer County, California, 95678, USA
Listed on 2026-08-22
Listing for:
BridgePort Financial Solutions
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bridge Port Financial Solutions is seeking a detail-oriented Relationship Advisor to support existing client relationships, partner with senior advisors, and help deliver high-quality financial planning and investment solutions.
The role blends client interaction, planning support, and analytical work. The successful candidate will have 4+ years in financial services, required licenses, and strong communication and organization to manage multiple priorities in a hybrid California environment.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×