Wealth Advisor, Bridgeport

Overview

About Us :

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.

Job Summary : 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

Key Responsibilities

• 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

Ideal Candidates Also Have

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

You can find more details about our comprehensive benefits package here.

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