Bravera Wealth is hiring for a Retirement Plan Advisor in Billings or 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 administering Retirement Plan Services fiduciary accounts, as well as developing new business.
The individual will also develop and manage relationships and deliver superior customer service. Advisors must commit themselves, not only to high commercial standards, but also to the higher standards of trust and fiduciary responsibility.
Duties and Responsibilities
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.
Secondary Duties and Responsibilities
Qualifications
Location
Billings or 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
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).
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)
Last updated : 2024-03-03
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