Bravera Wealth is hiring for an Investment Advisor Representative in Great Falls, MT. 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.
This position is responsible for contributing to the overall mission of Bravera Wealth and its affiliated companies by effectively and efficiently administering investment accounts, as well as developing new business. The investment advisor must also be able to research and analyze multiple investment products or providers best suited to clients’ needs. Investment advisors must commit themselves, not only to financial industry standards, but also to the higher standards of fiduciary responsibility.

Primary Duties and Responsibilities

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

• Offer both brokerage and investment advisory services with American Portfolios (AP) through its subsidiaries: American Portfolios Financial Services, Inc. (APFS), a broker/dealer; and American Portfolios Advisors, Inc. (APA), a registered investment advisor.

• Responsible for the administration of accounts to insure the needs and goals of the client are met as established by the account document and company policies and procedures.

• Advises individuals and corporate clients of issues and trends concerning administration of personal wealth agency accounts, investment management agency accounts, IRA’s, or other employee benefit plans.

• Review reports of the investment account for consistency and accuracy.

• Analyze the financial information that clients have provided to create plans for achieving their financial objectives.

• Provide customers with advice on solutions for insurance protection, investment planning, cash management, and other areas to assist them to achieve their financial goals.

• Speak with customers about their costs, income, insurance coverage, financial goals, tax situation, risk tolerance, and other factors to gather the necessary data to create a financial plan

• Participates in presentations to employers, employee groups, and one-on-one participant education regarding investment options, as needed.

• Put financial strategies into action or recommend customers to experts who can assist them.

• Responsible for communication with and between customers and wealth company staff.

• Review of client accounts (investments and overall asset allocation) and making appropriate recommendations to the client, if applicable.

Qualifications

• HS diploma with college degree in business administration, finance, accounting or related field preferred.

• Minimum of three years of financial services experience or related professional experience.

• Certain professional qualifications or the ability to obtain and maintain certain designations.

• Understanding of financial markets and portfolio management concepts, as well as applicable fiduciary law.

• Understanding of estate and financial planning, estate and gift taxes, taxation of trusts and individuals for the administration of personal trust accounts, and understanding of ERISA and applicable regulations for administration of employee benefit accounts.

• Ability to communicate well with public, clients, company personnel, as well as the ability to work well with others and be a team player.

Location
Great Falls, MT

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).

Experience
Required

• 3 year(s): Financial services experience

Education
Preferred

• Bachelors or better in Business Administration or related field

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)

Job Type: Full-time

Pay: $33,129.11 - $133,397.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

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