Wealth Advisor, Bridgeport chez Cambridge Investment Research, Inc.

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

• 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

 

Benefits: 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

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

 

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