Customer Acquisition, Develop and Maintain Customers, High Net Worth, Investment Services, Mentoring, Relationship Management, Sales Management, Strategic Planning
LOCATION
Phoenix, AZ
POSTED
2 days ago
BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors other advisors.You will lead client engagements, tailor planning strategies, and maintain ongoing client communications to build trust and retention in a hybrid work environment.#J-18808-Ljbffr