Relationship Advisor

Cambridge Investment Research

  • Fairfield, IA
  • $65,000-85,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Job Description:OverviewWe 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.
Education & ExperienceFour 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
  • Eleven paid holidays
You can find more details about our comprehensive benefits package

Cambridge Investment Research