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Wealth Advisor, Bridgeport

Wealth Advisor, Bridgeport

CambridgeBoxborough, MA, US
15 hours ago
Job type
  • Full-time
Job description

Wealth Advisor

Cambridge is a nationally recognized leader in independent financial services. BridgePort Financial Services, a subsidiary company within the Cambridge family, is focused on providing high-touch investment advisory and financial planning services backed by a team-based model and a commitment to service excellence.

BridgePort Financial Services, an SEC registered RIA and subsidiary company of Cambridge Investment Group, is seeking a dynamic and client-focused Wealth Advisor to join our growing team. This is a W-2 employment opportunity that allows entrepreneurial advisors to benefit from firm infrastructure, compliance support, and operational resources without giving up the freedom to build strong client relationships.

We welcome candidates currently working independently (1099) who are seeking a transition to a W-2 model while bringing a book of business into a collaborative, growth-focused firm. If you are an experienced financial advisor with an established book of business looking for a new opportunity to grow within a supportive, team-oriented environment, this is the role for you!

We are open to applicants in the Boxborough, MA and Sacramento, CA area.

Essential Duties

  • Provide tailored investment advice to new and existing clients within the BridgePort platform
  • Manage client portfolios using individual securities and third-party strategies
  • Lead client meetings, present financial plans, and implement recommendations
  • Collaborate with Private Wealth Advisors on portfolio design
  • Mentor junior advisors and client service staff
  • Identify opportunities to increase AUM from existing clients
  • Advise clients on a wide range of financial planning areas : investments, tax, retirement, education, insurance, and estate planning

Education & Experience

The ideal candidate would be an experienced financial professional skilled in investment management and holistic financial planning.

Certificates & Licenses

Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 or 65 are required.

Preferred Skills

  • An existing book of business and are exploring a transition to a W-2 structure
  • A client-first mindset with a drive for long-term relationship building
  • Strong analytical, communication, and organizational skills
  • A desire to be part of a mission-driven firm with a reputation for excellence

    • Cambridge has competitive benefits and promotes a work / life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation / sick time
  • 401K retirement plan with company matching program
  • Eight paid holidays
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    Wealth Advisor • Boxborough, MA, US