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Bravera Retirement Plan Advisor in Great Falls, Montana

Description

Bravera Wealth is hiring for a Retirement Plan Advisor in Billings or Great Falls, MT! Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.

This position is responsible for administering Retirement Plan Services fiduciary accounts, as well as developing new business. The individual will also develop and manage relationships and deliver superior customer service. Advisors must commit themselves, not only to high commercial standards, but also to the higher standards of trust and fiduciary responsibility.

Duties and Responsibilities

  • Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary.

  • Responsible for the administration of Retirement Plan accounts to insure the needs and goals of the Plan are met as established by the Plan document and company policies and procedures.

  • Advises individuals and corporate clients of issues and trends concerning administration of employee benefit plans.

  • Review reports of the trust account and participant reporting systems for consistency and accuracy

  • Participates in presentations to employers, employee groups, and one-on-one participant education regarding investment options.

  • Responsible for communication with and between customers and Bravera Wealth staff.

  • Participates in presentations to employers, employee groups, and one-on-one participant education regarding investment options.

  • Knowing and following current Trust Company policies and procedures, as well as provide recommendations when needed.

  • Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.

  • Responsible for the development of new trust customers and additional business from existing trust customers.

  • Actively creates sales opportunities with affiliated companies and other referral sources (accountants, attorneys, investment representatives, bankers, etc.)

  • Assist with the development and evaluation of new services and products to offer trust company customers.

  • Responsible for developing new business and promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.

  • The employee will adhere to all trust rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.

  • Will be required to drive a company vehicle with some overnight travel required. Must maintain a clear driving record in order to maintain coverage under Bravera’s vehicle insurance provider.

  • Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.

  • PC proficiency in a windows environment required, including Word & Excel. Proficiency to learn and execute software associated with creating and maintaining client accounts.

  • Professional communication both verbally and written.

  • Aspire to the company aspiration to Learn, Teach, and Mentor.

Secondary Duties and Responsibilities

  • Obtain education to enhance skills as requested.

  • Participate in or undertake various functions or projects, relating to Trust Company issues as requested by management.

  • Additional responsibilities to be determined by Subsidiary.

Qualifications

  • Education: High school diploma with college degree in business administration, finance, accounting or related field preferred.

  • Experience: Five years of retirement plan services administration or related professional experience preferred.

  • Understanding of financial markets and portfolio management concepts, as well as applicable fiduciary law.

  • Understanding of ERISA and applicable regulations for administration of employee benefit accounts.

  • Ability to communicate well with public, clients, company personnel, as well as the ability to work well with others and be a team player.

Location

Billings or Great Falls, MT

Benefits

To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.

Our Values

  • Give and earn trust. We support and empower one another to earn trust through accountable performance.

  • Learn, teach and mentor. We are a learning organization that invests in growth and development.

  • Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.

Want to learn more about careers with Bravera? Go to bravera.bank/careers.

#ForgeYourPath with us! Find us on Facebook (https://www.facebook.com/BraveraBank) , Instagram (https://www.instagram.com/braverabank/) , Twitter (https://twitter.com/braverabank) , LinkedIn (https://www.linkedin.com/company/15200668/admin/) and Youtube (https://www.youtube.com/channel/UCbUKQYoqSDaUcd1Cd0tlwWQ) .


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

Qualifications

Education

Preferred

  • Bachelors or better in Business Administration

Experience

Preferred

  • 5 years: Retirement plan services administration or related professional experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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