Wealth Associate

Wealth Associate

Bravera Wealth is hiring for a Wealth Associate in Bismarck, ND or Dickinson, ND. 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 customer experience and keeps our organization moving forward. The primary purpose of this role is to contribute to the success of the vision of Bravera Planning + Investing. This role provides sales support to assigned Investment Advisors in managing their portfolios and maximizing their productivity by providing administrative support and high quality customer service. This position is the first point of contact for all incoming communication and correspondence and responds to general client inquiries. Opportunity for growth and development.

Duties and Responsibilities include :

• Service the financial needs of clients and prospective clients, in partnership with the Investment Advisors, coordinate their transactional needs and help resolve customer issues, concerns and / or problems promptly.
• Assist the Investment Advisors with helping to process business, maintain company software, book appointments on behalf of Investment Advisors, and prepare client files using tools required to provide the ideal client experience.
• Assist Investment Advisors with processing of business, using dealer-provided systems, and following up on transactions and transfers.
• Handle incoming and outgoing phone calls and emails.
• Respond to requests for information in a timely manner.
• Service clients' general day-to-day requests.
• Communicate internally with various departments as well as the broker dealer and external vendors.
• Prepare professional correspondence and reports, documents and files.
• Maintain account lists and compile statistical information and reports.
• Process and follow-up on client documentation for proper maintenance of accounts including transfers and transactions.
• Perform various administrative duties and conduct research, as required.
• Professional communication both verbally and written.
• Aspire to the company aspiration to Learn, Teach, and Mentor.

Qualifications include :

Location Bismarck, ND or Dickinson, ND

Benefits include 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 :

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws.