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Wealth Management Consultant

2 months ago

Billings, Montana, United States The Ladders Full time
Position Overview

Bravera Wealth is seeking a dedicated Investment Advisor Representative to join our team. As a firm that values employee and director ownership, we are focused on empowering our team members to advance their careers while enhancing the client experience.

Key Responsibilities

  1. Uphold the legal obligations of a fiduciary while providing exceptional service to clients.
  2. Deliver both brokerage and advisory services through our affiliated entities.
  3. Administer client accounts, ensuring alignment with established goals and compliance with company policies.
  4. Advise individuals and corporate clients on investment management and personal wealth strategies.
  5. Conduct thorough reviews of investment reports for accuracy and consistency.
  6. Analyze client financial data to develop tailored financial plans.
  7. Offer guidance on insurance, investment planning, and cash management to help clients meet their financial objectives.
  8. Engage with clients to gather essential information for comprehensive financial planning.
  9. Facilitate educational presentations regarding investment options for various groups.
  10. Implement financial strategies or connect clients with specialists as needed.
  11. Maintain effective communication between clients and company staff.
  12. Review client accounts and provide recommendations for improvement.
  13. Adhere to current company policies and suggest enhancements when necessary.
  14. Maintain confidentiality and professionalism in all client interactions.
  15. Drive the development of new client relationships and expand business opportunities.
  16. Identify and create sales opportunities with affiliated companies.
  17. Contribute to the design and assessment of new services for clients.
  18. Engage in community events to promote the organization and its services.
  19. Comply with all regulatory requirements and proactively identify potential fraudulent activities.
  20. Possess a valid driver's license and maintain a clean driving record for company vehicle use.
  21. Support the overall success of Bravera Holdings Corp. through collaborative efforts.
  22. Demonstrate proficiency in Microsoft Office applications and relevant client management software.
  23. Exhibit strong verbal and written communication skills.
  24. Embrace the company’s commitment to learning, teaching, and mentoring.
Qualifications

  1. Education: High school diploma required; college degree in finance or related field preferred.
  2. Licenses: Must possess or be able to obtain relevant securities and insurance licenses.
  3. Experience: Minimum of three years in financial services or a related field.
  4. Professional designations (e.g., CFP) are advantageous.
  5. Strong understanding of financial markets and fiduciary responsibilities.
  6. Knowledge of estate planning and applicable regulations.
  7. Ability to communicate effectively with clients and colleagues.
Benefits

We offer a competitive compensation package that includes salary, incentive opportunities, retirement plans with company matching, health insurance, paid time off, and professional development support. Our commitment to learning and growth ensures that our team members have access to training and tuition reimbursement.

Our Core Values
  • Trust: We foster an environment of trust through accountability.
  • Growth: We invest in the continuous development of our team.
  • Collaboration: We work together to enhance our services and client experiences.