Client Relationship Advisor; Hybrid; Financial Planning
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
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.
We would love to welcome a new Client Relationship Advisor (Hybrid) - Financial Planning to our team in Roseville, CA, United States.
For the Client Relationship Advisor (Hybrid) - Financial Planning position at Bridge Port Financial Solutions, we are reviewing applications now.
Step into the Client Relationship Advisor (Hybrid) - Financial Planning role at Bridge Port Financial Solutions in Roseville, CA, United States and grow with us.
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