Financial Client Advisor - Brotherhood Retirement
About The Position
The Financial Advisor – Client Service is responsible for delivering high-quality advisory support and ongoing service to retirement plan clients, plan participants, and associated private wealth relationships. This role focuses on deepening existing client relationships, providing responsive plan-level and participant-level guidance, and supporting incoming church retirement plans through a consultative, service-oriented approach. In addition to servicing retirement plans and participants, this role has the opportunity to build and manage a personal book of private wealth clients, primarily through relationships developed with church leaders, pastors, and plan participants. The Financial Advisor – Client Service serves as a trusted advisor who balances service excellence with thoughtful relationship development, all within a fiduciary, client-first framework.
Requirements
- Bachelor’s degree in Business, Finance, Economics, or a related field required.
- Active FINRA Series 65 license required.
- Minimum of 3 years of experience in financial advising, retirement plans, or client-facing financial services preferred.
- Strong financial planning and retirement advisory capabilities.
- Service-oriented mindset with the ability to develop long-term client relationships.
- Ability to build and manage private wealth relationships through trust, service, and advisory excellence.
- Comfort guiding churches, pastors, and participants through retirement and financial planning decisions.
- Excellent written and verbal communication skills.
- Strong organizational skills and attention to detail in a regulated environment.
- Collaborative approach across advisory, operations, and client service teams.
- High integrity, professionalism, and alignment with BR’s mission and values.
Nice To Haves
- Experience working with church, ministry, or nonprofit clients preferred.
- Understanding of retirement plans including plan sponsor and participant considerations.
Responsibilities
- Serve as the primary Financial Advisor for assigned retirement plan clients and related participant relationships.
- Provide ongoing financial guidance, education, and support to plan sponsors, pastors, and plan participants.
- Conduct participant reviews, plan education sessions, and stewardship-focused conversations.
- Support client retention through proactive communication, responsiveness, and trusted advisory relationships.
- Deliver clear, accurate, and faith-aligned financial education to clients and participants.
- Support group education meetings, workshops, and church-based sessions.
- Ensure all client communications reflect BWR’s fiduciary obligations, service standards, and mission.
- Collaborate closely with Operations, Compliance, and Retirement Plan Sales teams to resolve client needs efficiently.
- Maintain accurate and timely documentation of client interactions, recommendations, and service activity in firm systems.
- Operate in accordance with SEC regulations, fiduciary obligations, and firm policies and procedures.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
