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Bravera · 1 month ago

Retirement Plan Advisor

Bismarck, ND

Full-time

Onsite

Mid, Senior Level

3+ years exp

Bravera is an employee- and director-owned company committed to helping employees forge a new path in their career. The Retirement Plan Advisor will administer Retirement Plan Services fiduciary accounts, develop new business, and manage relationships while ensuring superior customer service and fiduciary responsibility.

BankingFinancial ServicesLendingWealth Management

Responsibilities

Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary

Responsible for the administration of Retirement Plan accounts to ensure the needs and goals of the Plan are met as established by the Plan document and company policies and procedures

Advise individuals and corporate clients of issues and trends concerning administration of employee benefit plans

Review reports of the trust account and participant reporting systems for consistency and accuracy

Participate in presentations to employers, employee groups, and one-on-one participant education regarding plan features and investment options

Responsible for communication with and between customers and Bravera Wealth staff

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 RPS customers and additional business from existing RPS 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 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

Will be required to drive a company vehicle with some overnight travel required. Must maintain a clear driving record in order to maintain coverage under Bravera’s vehicle insurance provider

Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp

PC proficiency in a windows environment required, including Word & Excel. Proficiency to learn and execute software associated with creating and maintaining client accounts

Professional communication both verbally and written

Aspire to the company aspiration to Learn, Teach, and Mentor

Qualification

Retirement Plan ServicesFiduciary responsibilityBusiness developmentWealth management experienceERISAProfessional communicationTime managementOrganizational skillsTeam player

Required

Bachelor's degree in business administration, business management, finance, or other related field

Minimum 3 – 5 years Wealth or Banking experience

An acceptable combination of education and experience

At least 5 years of business development experience

Working knowledge of personal trusts, investments or retirement plans

Above-average written and personal communication skills

Ability to handle multiple tasks and deadlines

Effective time management and organizational skills