What are the responsibilities and job description for the Wealth Advisor position at Bravera?
Bravera Wealth has an exciting full-time position available for a Wealth Advisor in Albertville, MN! 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 successful Wealth Advisor will focus on administration of Trust accounts, IRA’s, and agency accounts in the Personal Wealth Department. This position works closely with our customers, serving as an advisor to our customers and our products. This position includes guiding customers in their financial journey, using our products and services; building strong relationships and referrals; and offering exceptional customer service. The right candidate will be a self-starter with time management, planning, and organization skills.
Duties and Responsibilities
- Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary.
- Responsible for the administration of accounts to insure the needs and goals of the trust are met as established by the trust document and company policies and procedures.
- Advises individuals and corporate clients of issues and trends concerning administration of personal trust accounts, investment management agency accounts, IRA’s, or employee benefit plans.
- Review reports of the trust account and participant reporting systems for consistency and accuracy.
- Participates in presentations to employers, employee groups, and one-on-one participant education regarding investment options.
- Responsible for communication with and between customers and trust company staff.
- Review of client accounts (investments and overall asset allocation) and making appropriate recommendations to the Investment Portfolio Manager, if applicable.
- Knowing and following current Trust Company policies and procedures, as well as provide recommendations when needed.
- Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
- Responsible for the development of new trust customers and additional business from existing trust customers.
- Actively creates sales opportunities with affiliated companies and other referral sources (accountants, attorneys, investment representatives, bankers, etc.)
- Assist with the development and evaluation of new services and products to offer trust company customers.
- Responsible for designated client accounts and administration related to those accounts.
- Responsible for developing new business and promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
- The employee will adhere to all trust rules and 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.
Qualifications
- Education: High school diploma with a college degree in business administration, finance, accounting, or related field required.
- Experience: Three years of personal trust, investment, or retirement plan administration or related professional experience preferred but not required; OR an acceptable combination of education and experience.
- First-hand experience working in a Trust profession preferred.
- Great customer service experience and skills.
Location
Albertville, MN
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.
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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).
