Cambridge Investment Research, Inc. · 4 days ago
Wealth Advisor, BridgePort
Boxborough, MA
Full-time
Hybrid
Senior LevelCambridge Investment Research, Inc. is seeking a dynamic and client-focused Wealth Advisor to join BridgePort Financial Services. The role involves providing tailored investment advice, managing client portfolios, and mentoring junior advisors in a collaborative environment.
BankingFinanceFinancial Services
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
Qualification
Required
Experienced financial professional with a strong background in investment management and holistic financial planning
Client-first mindset
Excellent analytical and communication skills
Passion for building long-term relationships
Candidates with an existing book of business
Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 65 required
Benefits
Paid time off
Paid holidays and floating holidays
Medical, dental, and vision coverage
Short- and long-term disability
Company-paid life insurance
Volunteer time off
Wellness incentives
Company
Cambridge Investment Research, Inc.
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners.
Founded in 1981
501-1000 employees
H1B Sponsorship
Cambridge Investment Research, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (7)
2023 (6)
2022 (5)
2021 (10)
2020 (13)
Funding
Current Stage
Late StageTotal Funding
$15.89M2024-03-19Series Unknown· $6.31M
2014-08-22Series Unknown· $6.13M
2013-06-25Series Unknown· $3.46M
Leadership Team
Amy Webber
President and Chief Executive Officer
Recent News
2026-01-06
2025-12-03
Company data provided by crunchbase