Financial Investment Consultant

2 weeks ago


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

Bravera Wealth is seeking a dedicated Financial Investment Consultant to join our team. We are an employee- and director-owned firm that prioritizes the growth and development of our staff. Our collaborative environment fosters continuous improvement, enhancing client experiences and propelling our organization forward.

Key Responsibilities

  1. Understand and adhere to fiduciary responsibilities.
  2. Provide both brokerage and advisory services through our affiliated entities.
  3. Manage client accounts to ensure alignment with their financial objectives.
  4. Advise clients on trends and issues related to personal wealth management.
  5. Review investment account reports for accuracy and consistency.
  6. Analyze client financial data to develop tailored financial plans.
  7. Offer guidance on insurance, investment strategies, and cash management.
  8. Engage with clients to gather essential information for financial planning.
  9. Conduct educational presentations for clients regarding investment options.
  10. Implement financial strategies or refer clients to specialists as needed.
  11. Facilitate communication between clients and our wealth management team.
  12. Review and recommend adjustments to client investment portfolios.
  13. Stay informed about company policies and suggest improvements.
  14. Maintain confidentiality and professionalism in all client interactions.
  15. Develop new client relationships and expand business from existing clients.
  16. Identify sales opportunities through collaboration with affiliated companies.
  17. Assist in the creation and evaluation of new services for clients.
  18. Promote the organization within the community through active participation.
  19. Comply with all regulatory requirements and report suspicious activities.
  20. Drive a company vehicle as needed, maintaining a clear driving record.
  21. Contribute to the overall success of Bravera Holdings Corp.
  22. Demonstrate proficiency in relevant software applications.
  23. Exhibit strong verbal and written communication skills.
  24. Embrace the company’s commitment to learning and mentorship.
Qualifications

  1. Education: High school diploma required; college degree in finance or related field preferred.
  2. Licenses: Must possess or be able to obtain necessary 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 portfolio management.
  6. Knowledge of estate planning and relevant tax regulations.
  7. Excellent interpersonal skills and ability to work collaboratively.
Benefits

We offer a competitive compensation package, including salary, incentive opportunities, retirement plans with company match, health insurance, paid time off, and professional development support. We are committed to fostering a learning environment that promotes growth and development for all team members.

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