Wealth Associate - Planning + Investing

Bravera•Bismarck, ND

2d•Onsite

About The Position

Bravera Wealth is hiring a Planning + Investing Wealth Associate to support the success of Bravera Planning + Investing. The role supports assigned Investment Advisors by helping manage client portfolios, maximizing advisor productivity through administrative support, and providing high-quality customer service. The Wealth Associate is the first point of contact for incoming communications and correspondence and responds to general client inquiries. Working in partnership with and at the direction of Investment Advisors, the associate serves clients’ financial needs, coordinates transactions, and helps resolve client issues. The role also supports processing and maintaining client accounts, preparing files and correspondence, managing appointments, maintaining account lists, and communicating with internal departments, the broker-dealer, and external vendors. The position is based in Dickinson or Bismarck, North Dakota, and offers an opportunity for growth and development.

Requirements

Completion of a high school diploma or equivalent.
PC proficiency in a Windows environment, including Outlook, Word, and Excel.
Ability to learn and use software associated with 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, multitask, and prioritize.
Ability to work with employees and clients at all levels.
Excellent communication and interpersonal skills.
Ability to maintain a high level of confidentiality and professionalism regarding employee and customer issues and information.
Problem-solving ability, including finding beneficial solutions and taking action in difficult situations.
Flexibility and adaptability to changing priorities.
Ability to share knowledge and best practices while working in a team environment.
Receptiveness to feedback and coaching.
Positive attitude and willingness to go above and beyond.
Commitment to doing the right things for the right reasons.

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, or 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 requests for information in a timely manner.
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 proper account maintenance, including transfers and transactions.
Perform administrative duties and conduct research as required.
Communicate professionally, verbally and in writing.
Contribute to the company’s aspiration to Learn, Teach, and Mentor.