Retirement Plan Advisor

Duties And Responsibilities

• Understand and act in accordance with the legal responsibilities of a Fiduciary.
• Administer Retirement Plan accounts to ensure the needs and goals of the Plan are met.
• Advise individuals and corporate clients of issues and trends concerning administration of employee benefit plans.
• Review reports of the trust account and participant reporting systems for consistency and accuracy.
• Participate in presentations to employers, employee groups, and one-on-one participant education regarding plan features and investment options.
• Communicate with and between customers and Bravera Wealth staff.
• Maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
• Develop new RPS customers and additional business from existing RPS customers.
• Create sales opportunities with affiliated companies and other referral sources.
• Develop new services and products to offer trust company customers.
• Participate in civic and community events, activities, committees, and organizations.
• Leverage opportunities as they relate to all entities of Bravera Holdings Corp.

Qualifications (knowledge, Skills And Abilities)

• Bachelor’s degree in business administration, business management, finance, or other related field.
• Minimum 3 – 5 years Wealth or Banking experience.
• OR An acceptable combination of education and experience.
• At least 5 years of business development experience.
• Working knowledge of personal trusts, investments or retirement plans.
• Above-average written and personal communication skills.
• Ability to handle multiple tasks and deadlines.
• Effective time management and organizational skills.

Additional Responsibilities & Committees

• Obtain education to enhance skills as requested.
• Participate in or undertake various functions or projects, relating to Trust Company issues as requested by management.
• Additional responsibilities to be determined by Subsidiary.

Supervisory Responsiblities

• HS diploma with college degree in business administration, finance, accounting or related field preferred.
• Five years of retirement plan services administration or related professional experience preferred.
• Understanding of financial markets and portfolio management concepts, as well as applicable fiduciary law.
• Understanding of ERISA and applicable regulations for administration of employee benefit accounts.
• Ability to communicate well with public, clients, company personnel, as well as the ability to work well with others and be a team player.

Benefits

• 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.