Wealth Associate - Planning + Investing

Bravera; Dickinson (ND); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid holidays

Paid time off

Volunteer time

Stock options

Job summary

Bravera Wealth in Dickinson, ND or Bismarck, ND seeks a Planning + Investing Wealth Associate to support Investment Advisors with client portfolios and administration. This role is a hands-on, growth-oriented position designed to help clients achieve their financial goals.

You will handle inquiries, prepare client files, maintain software, and coordinate transactions, while upholding confidentiality and high professional standards in a collaborative team environment.

Qualifications

• Provide administrative support and high-quality customer service to assigned Investment Advisors.
• Serve as first point of contact for incoming communications and inquiries.
• Assist Advisors with processing business, maintaining software, and preparing client files.
• Maintain confidentiality and professional conduct.

Responsibilities

• Support Investment Advisors by handling client transactions and follow-ups.
• Coordinate with broker dealers and vendors as needed.
• Prepare reports and maintain account lists.
• Handle phone calls and emails promptly.
• Learn, teach and mentor within the team.

Skills

Communication

Interpersonal skills

Detail-oriented

Organized

Confidentiality

Problem solving

Teamwork

Adaptability

Multitasking

Education

High school diploma or equivalent

Tools

Outlook

Word

Excel

Job description

Bravera Wealth is hiring for a Planning + Investing Wealth Associate to be located in Dickinson, ND or Bismarck, 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 customers experience and keeps our organization moving forward.

This position is responsible to contribute to the success of the vision of Bravera Planning + Investing.

MEASURES OF SUCCESS:

• This role provides support to assigned Investment Advisors in managing their client 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:

• Service the financial needs of clients and prospective clients, in partnership and by direction of 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.
• 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’s aspiration to Learn, Teach, and Mentor.
• PC proficiency in a windows environment required including Outlook, Word & Excel. Proficiency to learn and execute software associated with creating and maintaining client accounts.
• Completion of a high school diploma or equivalent.
• Highly motivated and must be detail-oriented and organized.
• Work within established work hours to meet client service demands.
• Demonstrate ability to meet deadlines and work under pressure with a strong ability to multi-task and prioritize. Ability to work with employees and clients at all levels is essential.
• Excellent communication and interpersonal skills.
• Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
• Ability to problem solve to find beneficial solutions and take action in difficult and challenging situations.
• Be flexible and adaptable to changing priorities.
• Ability to share knowledge and best practices while working in a team environment.
• Receptive to feedback and coaching.
• Must have a positive attitude and be willing to go above and beyond.
• Do the right things for the right reasons.

Location

Dickinson, ND or Bismarck, ND

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. **If salary information is included, it is industry information and not specific to Bravera.

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.

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).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.