Personal Trust Advisor

About the role

This position is responsible for contributing to the overall mission of Bravera Wealth and its affiliated companies by effectively and efficiently administering fiduciary accounts with the focus on Personal Trust, Agency and Individual Retirement Accounts, as well as developing new business.

Responsibilities

• Understand and act in accordance with the legal responsibilities of a Fiduciary.
• Administer accounts to ensure the needs and goals of the trust are met as established by the account document and company policies and procedures.
• Advise individuals and corporate clients of issues and trends concerning administration of personal trust agency accounts, investment management agency accounts, or IRAs.
• Review reports of the investment account for consistency and accuracy.
• Analyze the financial information that clients have provided to create plans for achieving their financial objectives.
• Provide customers with advice on solutions for insurance protection, investment planning, cash management, and other areas to assist them in achieving their financial goals.
• Speak with customers about their costs, income, insurance coverage, financial goals, tax situation, risk tolerance, and other factors to gather the necessary data to create a financial plan.
• Participate in presentations to employers, employee groups, and one-on-one participant education regarding investment options, as needed.
• Put financial strategies into action or recommend customers to experts who can assist them.
• Communicate with and between customers and trust company staff.
• Review of client accounts (investments and overall asset allocation) and make appropriate recommendations to the client, if applicable.
• Maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
• Develop new customers and additional business from existing customers.
• Actively create sales opportunities with affiliated companies and other referral sources with an emphasis on procuring new business relationships for the personal trust division.
• Affiliate with the development and evaluation of new services and products to offer company customers.
• Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.
• PC proficiency in a windows environment required, including Word & Excel.
• Proficiency in learning and executing software associated with creating and maintaining client accounts.
• Professional communication both verbally and written.
• Aspire to the company aspiration to Learn, Teach, and Mentor.

Qualifications

• HS diploma with college degree in business administration, finance, accounting or related field preferred.
• Ability to pass background check.
• Minimum of five years of financial services experience or related professional experience.
• Certain professional qualifications or the ability to obtain and maintain certain designations (CTFA, CFP, etc).
• Understanding of financial markets and portfolio management concepts, as well as applicable fiduciary law.
• Understanding of estate and financial planning, estate and gift taxes, taxation of trusts and individuals for the administration of personal trust accounts and understanding of ERISA and applicable regulations for administration of employee benefit accounts.
• Ability to communicate well with the public, clients, company personnel, as well as the ability to work well with others and be a team player.

Pay

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.

Schedule

Some overnight travel required.

Benefits

As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.

Company Information

Bravera Wealth is a subsidiary of Bravera Holdings Corp.