Current jobs related to Financial Advisor - Billings - Bravera

  • Financial Representative Trainee

    4 weeks ago

    Billings, Missouri, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferHourly Wage: Trainee starting wage will be $16/hour for up to 30...

  • Financial Representative Trainee

    6 days ago

    Billings, Missouri, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityAt Mutual of Omaha, we are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...

  • Financial Representative Trainee

    6 days ago

    billings, United States Mutual of Omaha Full time

    b>Financial Representative Trainee (Sales) - Springfield, MO Work Type: Full Time Regular Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled As a Financial Representative Trainee, you will embark on a...

  • Financial Representative Trainee

    4 days ago

    billings, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    2 weeks ago

    Billings, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    1 week ago

    Billings, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Financial Representative Trainee

    3 weeks ago

    Billings, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 503427 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Cardiothoracic Surgery Physician Assistant

    4 weeks ago

    Billings, Montana, United States LocumJobsOnline Full time

    About the PositionWe are seeking a qualified Cardiothoracic Surgery Physician Assistant to provide locum tenens coverage in a facility located in southwest Missouri.The ideal candidate will have experience in cardiothoracic surgery and be able to work independently with minimal supervision. The locum will be responsible for providing high-quality patient...

  • Locum Physician Opportunity in Missouri

    4 weeks ago

    Billings, Montana, United States LocumJobsOnline Full time

    About the PositionWe are seeking a qualified Neurosurgery MD to provide call coverage for routine neurosurgery at a hospital in Western Missouri. This is a great opportunity to work in a dynamic environment and contribute to the care of patients in need.Key Details:Call ratio/schedule: Solo call while on assignmentCase load/PPD: VariesShift type: 24-Hour...

  • Sales Executive

    2 months ago

    Billings, Montana, United States Marsh & McLennan Agency Full time

    About the RoleMarsh & McLennan Agency is seeking a highly skilled and dynamic Sales Executive to join our Personal Insurance division. As a trusted partner and advisor to our clients, you will understand their lifestyle concerns and insurance needs, providing tailored personal risk management solutions to meet their unique circumstances.Key...

  • Senior Tax Manager

    2 weeks ago

    Billings, Montana, United States Sociable Society Talent Full time

    Job OverviewWe are seeking a highly skilled Tax Manager to join our team at Sociable Society Talent. This role offers an exciting partnership roadmap, making it the perfect opportunity for someone who is looking to grow and make a lasting impact within our firm.As a Tax Manager, you will work closely with our clients in the agriculture industry, leveraging...

  • Sales Executive- Personal Insurance

    5 months ago

    Billings, United States Marsh & McLennan Agency Full time

    The Job Marsh McLennan Agency is seeking a passionate and dynamic Sales Executive to work within our Personal Insurance division. This individual will serve as a trusted partner and advisor to their clients and understands the lifestyle concerns and insurance needs of individuals. Our ideal candidate is adept at consultative selling and tailoring personal...

  • Nurse Practitioner

    2 weeks ago

    Billings, United States Greater Good Health Full time

    Job Title: Nurse Practitioner Job Location: Hybrid - In-Home Visits and In-Clinic Work Company Description: Greater Good Health is a community of healthcare providers, operators, and builders whose mission is to address health disparities and reimagine senior healthcare. To do this, we partner with payers to bring value-based primary care to underserved...

Financial Advisor

2 months ago

Billings, United States Bravera Full time

Bravera Wealth is hiring for an Investment Advisor Representative or Registered Representative in Billings, 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.

A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Bravera Wealth Advisors assess the financial needs and help with decisions on investments (such as stocks and bonds), tax laws, and insurance. Bravera Wealth Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Duties include meeting with prospects and clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts, and researching investment opportunities for clients. This position is responsible for contributing to the overall mission of Bravera Wealth and its affiliated companies by effectively and efficiently administering investment accounts, as well as developing new business opportunities. Advisors must commit themselves, not only to financial industry standards but also to the higher standards of fiduciary responsibility.

Measures of Success

  1. Be a team player with a positive attitude fostering relationships inside and outside the organization.
  2. Explain to clients and prospects the types of financial services provided, as well as educating clients and answering questions regarding investment options and potential risks.
  3. Recommend investments to clients that best suit their objectives while working as a Fiduciary.
Duties and Responsibilities
  1. Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary.
  2. Offer both brokerage and investment advisory services with American Portfolios (AP) through its subsidiaries: American Portfolios Financial Services, Inc. (APFS), a broker/dealer; and American Portfolios Advisors, Inc. (APA), a registered investment advisor.
  3. Responsible for the administration of accounts to insure the needs and goals of the client are met as established by the account document and company policies and procedures.
  4. Advises individuals and corporate clients of issues and trends concerning administration of personal wealth agency accounts, investment management agency accounts, IRA's, or other employee benefit plans.
  5. Review reports of the investment account for consistency and accuracy.
  6. Analyze the financial information that clients have provided to create plans for achieving their financial objectives.
  7. Provide customers with advice on solutions for insurance protection, investment planning, cash management, and other areas to assist them to achieve their financial goals.
  8. Meet individually with customers about their costs, income, insurance coverage, financial goals, tax situation, risk tolerance, and other factors to gather the necessary data to create a financial plan
  9. Participates in presentations to employers, employee groups, and one-on-one participant education regarding investment options, as needed.
  10. Put financial strategies into action or recommend customers to experts who can assist them.
  11. Securing stocks and bonds, and like investments.
  12. Responsible for communication with and between customers and wealth company staff.
  13. Review of client accounts (investments and overall asset allocation) and making appropriate recommendations to the client, if applicable.
  14. Knowing and following current Bravera Wealth policies and procedures, as well as provide recommendations when needed.
  15. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
  16. Responsible for the development of new customers and additional business from existing wealth and bank customers.
  17. Actively creates sales opportunities with affiliated companies and other referral sources with an emphasis on procuring new business relationships for the RPS division within Wealth.
  18. Assist with the development and evaluation of new services and products to offer wealth company customers.
  19. Responsible for developing new business and promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
  20. The employee will adhere to all wealth compliance and financial industry 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.
  21. 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.
  22. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.
  23. PC proficiency in a windows environment required, including Word & Excel. Proficiency to learn and execute software associated with creating and maintaining client accounts.
  24. Professional communication both verbally and written.
  25. Aspire to the company aspiration to Learn, Teach, and Mentor.
Secondary Duties and Responsibilities
  1. Obtain education to enhance skills as requested.
  2. Participate in or undertake various functions or projects, relating to Bravera Wealth issues as requested by management.
  3. Additional responsibilities to be determined by Subsidiary.
Qualifications
  1. Education: High school diploma with college degree in business administration, finance, accounting or related field preferred. Ability to pass background check.
  2. Licenses: FINRA Series 7, 66 (or equivalent) securities license, State Insurance License -Accident and Health, Variable Life and Annuity, Life and Annuity.
  3. Experience: Minimum of three years of financial services experience or related professional experience.
  4. Certain professional qualifications or the ability to obtain and maintain certain designations (CFP, etc.).
  5. Understanding of financial markets and portfolio management concepts, as well as applicable fiduciary law.
  6. Understanding of estate and financial planning, estate and gift taxes, taxation of wealth and individuals for the administration of personal wealth accounts, and understanding of ERISA and applicable regulations for administration of employee benefit accounts.
  7. 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, 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, Instagram, X, LinkedIn and Youtube.

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).

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)