2 Relationship Advisor Jobs in Phoenix, AZ
Cambridge Investment Research, Inc. is Hiring a Relationship Advisor Near Phoenix, AZ
We are looking for someone passionate about providing excellent service to financial clients to join BridgePort as a Relationship Advisor. BridgePort Financial Solutions is a national RIA firm that supports fee-only independent advisory firms in the pursuit of building enduring businesses. BridgePort is committed to serving independent advisors with a range of customizable solutions for technology, succession and acquisition, practice management, business consulting, outsourcing, and more.
Essential Duties- Serve existing clients by making recommendations for their investment portfolio within the BridgePort platform
- Create client reports, financial plans, and client presentations.
- As requested, attend client meetings, take detailed notes, prepare detailed summaries and assist in follow-up tasks and activities
- Track workflow for all clients to ensure completion of deliverables
- Review presentations created by Investment Team.
- Review trading within client accounts as applicable to orders entered.
- Review quarterly client billing and performance reports
- Handle escalated client service issues and research complex client service issues; communicate status updates to advisors.
Four or more years related experience and/or training.
Certificates & LicensesThis job requires the FINRA Series 65 or a combination of Series 66 and Series 7 licenses.
Compensation: $65,000-$85,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
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
- Profit Sharing Plan
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Job Summary
Full Time
Investment Management
$80k-108k (estimate)
03/12/2024
03/08/2025
cir2.com
FAIRFIELD, IA
500 - 1,000
1981
Private
AMY WEBBER
$50M - $200M
Investment Management
Related Companies
About Cambridge Investment Research, Inc.
Cambridge operates as a securities broker and dealer catering to financial service representatives and advisors.
The job skills required for Relationship Advisor include Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Advisor positions, which can be used as a reference in future career path planning. As a Relationship Advisor, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Advisor. You can explore the career advancement for a Relationship Advisor below and select your interested title to get hiring information.
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