Wealth Associate - Planning + Investing

Bravera Careers•Dickinson, ND

2d•Onsite

About The Position

Bravera Wealth is hiring a Planning + Investing Wealth Associate to support assigned Investment Advisors and contribute to the success of Bravera Planning + Investing. The role supports advisors in managing client portfolios and maximizing their productivity through administrative assistance and high-quality customer service. It is the first point of contact for incoming communications and correspondence and responds to general client inquiries. The position offers opportunities for growth and development and may be based in Dickinson or Bismarck, North Dakota.

Requirements

High school diploma or equivalent.
PC proficiency in a Windows environment, including Outlook, Word, and Excel.
Ability to learn and use software for creating and maintaining client accounts.
Highly motivated, detail-oriented, and organized.
Ability to work within established work hours to meet client service demands.
Ability to meet deadlines, work under pressure, and multitask and prioritize effectively.
Ability to work with employees and clients at all levels.
Excellent communication and interpersonal skills.
Ability to maintain confidentiality and professionalism regarding employee and customer information and issues.
Ability to solve problems, find beneficial solutions, and take action in challenging situations.
Flexibility and adaptability as priorities change.
Ability to share knowledge and best practices in a team environment.
Receptiveness to feedback and coaching.
Positive attitude and willingness to go above and beyond.

Responsibilities

Service the financial needs of clients and prospective clients in partnership with and at the direction of Investment Advisors.
Coordinate client transactional needs and help resolve customer issues, concerns, and problems promptly.
Assist Investment Advisors with processing business, maintaining company software, booking appointments, and preparing client files.
Use dealer-provided systems to process business and follow up on transactions and transfers.
Handle incoming and outgoing phone calls and emails and respond to information requests promptly.
Service clients’ general day-to-day requests.
Communicate with internal departments, the broker dealer, and external vendors.
Prepare professional correspondence, reports, documents, and files.
Maintain account lists and compile statistical information and reports.
Process and follow up on client documentation for account maintenance, including transfers and transactions.
Perform administrative duties and conduct research as required.
Communicate professionally, verbally and in writing.
Support the company’s aspiration to Learn, Teach, and Mentor.