Financial Client Advisor - Brotherhood Retirement

Job Title: Financial Client Advisor - Brotherhood Retirement

FLSA: Exempt

Job Family: Affiliates

Department: Brotherhood Retirement

Location: Colorado Springs, CO

COMPANY
Brotherhood Retirement (BWR) is a fee-only registered investment advisor (RIA) headquartered in
Colorado Springs, Colorado, dedicated to serving churches and mission-driven organizations. We
provide retirement plan solutions and investment advisory services designed to support faithful
stewardship and long-term sustainability. Our team exists to serve churches, pastors, and church
employees with excellence, wisdom, and integrity. We are intentionally building a community of
professionals who are intellectually curious, mission-minded, and committed to delivering
exceptional outcomes for the organizations and people we serve.

POSITION SUMMARY
The Financial Advisor – Client Service is responsible for delivering high-quality advisory support and
ongoing service to retirement plan clients, plan participants, and associated private wealth
relationships. This role focuses on deepening existing client relationships, providing responsive plan-level and participant-level guidance, and supporting incoming church retirement plans through a consultative, service-oriented approach.
In addition to servicing retirement plans and participants, this role has the opportunity to build and
manage a personal book of private wealth clients, primarily through relationships developed with
church leaders, pastors, and plan participants. The Financial Advisor – Client Service serves as a
trusted advisor who balances service excellence with thoughtful relationship development, all within a
fiduciary, client-first framework.

PRINCIPAL DUTIES AND RESPONSIBILITIES
Client & Plan Advisory Service

• Serve as the primary Financial Advisor for assigned retirement plan clients and related
  participant relationships.
• Provide ongoing financial guidance, education, and support to plan sponsors, pastors, and
  plan participants.
• Conduct participant reviews, plan education sessions, and stewardship-focused
  conversations.
• Support client retention through proactive communication, responsiveness, and trusted
  advisory relationships.

Client Communication & Education

• Deliver clear, accurate, and faith-aligned financial education to clients and participants.
• Support group education meetings, workshops, and church-based sessions.
• Ensure all client communications reflect BWR’s fiduciary obligations, service standards, and
  mission.

Collaboration & Documentation

• Collaborate closely with Operations, Compliance, and Retirement Plan Sales teams to resolve
  client needs efficiently.
• Maintain accurate and timely documentation of client interactions, recommendations, and
  service activity in firm systems.
• Operate in accordance with SEC regulations, fiduciary obligations, and firm policies and
  procedures.

EXPERIENCE AND EDUCATION

• Bachelor’s degree in Business, Finance, Economics, or a related field required.
• Active FINRA Series 65 license required.
• Minimum of 3 years of experience in financial advising, retirement plans, or client-facing
  financial services preferred.
• Experience working with church, ministry, or nonprofit clients preferred.
• Understanding of retirement plans including plan sponsor and participant considerations.

SKILLS AND KNOWLEDGE

• Strong financial planning and retirement advisory capabilities.
• Service-oriented mindset with the ability to develop long-term client relationships.
• Ability to build and manage private wealth relationships through trust, service, and advisory
  excellence.
• Comfort guiding churches, pastors, and participants through retirement and financial planning
  decisions.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail in a regulated environment.
• Collaborative approach across advisory, operations, and client service teams.
• High integrity, professionalism, and alignment with BR’s mission and values.

Terms and Conditions

This description is intended to describe the general content of and requirements for the
performance of this position. It is not to be construed as an exhaustive statement of duties,
responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective
service requires a thorough understanding of this market, persons in this position must be
familiar with church operations and must conduct themselves in a manner that will neither
alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this
position description in any way the company desires. This job description in no way implies that
these are the only duties, including essential duties, to be performed by the employee occupying
this position. This position description is not an employment contract, implied or otherwise. The
employment relationship remains “at-will”.