Wealth Planning & Investing Associate

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 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.