Investment Portfolio Manager, Sr. jobs in Great Falls, MT

Bravera Wealth is hiring for an Investment Advisor Representative in Great Falls, MT! Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.

This position is responsible for contributing to the overall mission of Bravera Wealth and its affiliated companies by effectively and efficiently administering investment accounts, as well as developing new business. The investment advisor must also be able to research and analyze multiple investment products or providers best suited to clients’ needs. Investment advisors must commit themselves, not only to financial industry standards but also to the higher standards of fiduciary responsibility.

Duties and Responsibilities

1. Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary.
2. Offer both brokerage and investment advisory services with American Portfolios (AP) through its subsidiaries: American Portfolios Financial Services, Inc. (APFS), a broker/dealer; and American Portfolios Advisors, Inc. (APA), a registered investment advisor.
3. Responsible for the administration of accounts to insure the needs and goals of the client are met as established by the account document and company policies and procedures.
4. Advises individuals and corporate clients of issues and trends concerning administration of personal wealth agency accounts, investment management agency accounts, IRA’s, or other employee benefit plans.
5. Review reports of the investment account for consistency and accuracy.
6. Analyze the financial information that clients have provided to create plans for achieving their financial objectives.
7. Provide customers with advice on solutions for insurance protection, investment planning, cash management, and other areas to assist them to achieve their financial goals.
8. 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
9. Participates in presentations to employers, employee groups, and one-on-one participant education regarding investment options, as needed.
10. Put financial strategies into action or recommend customers to experts who can assist them.
11. Responsible for communication with and between customers and wealth company staff.
12. Review of client accounts (investments and overall asset allocation) and making appropriate recommendations to the client, if applicable.
13. Knowing and following current Bravera Wealth policies and procedures, as well as provide recommendations when needed.
14. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
15. Responsible for the development of new customers and additional business from existing wealth customers.
16. Actively creates sales opportunities with affiliated companies and other referral sources with an emphasis on procuring new business relationships for the RPS division within Wealth.
17. Assist with the development and evaluation of new services and products to offer wealth company customers.
18. Responsible for developing new business and promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
19. The employee will adhere to all wealth rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. 
20. Will be required to drive a company vehicle with some overnight travel required.  Must maintain a clear driving record in order to maintain coverage under Bravera’s vehicle insurance provider.  
21. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.
22. PC proficiency in a windows environment required, including Word & Excel. Proficiency to learn and execute software associated with creating and maintaining client accounts.
23. Professional communication both verbally and written.
24. Aspire to the company aspiration to Learn, Teach, and Mentor.

Secondary Duties and Responsibilities

1. Obtain education to enhance skills as requested.
2. Participate in or undertake various functions or projects, relating to Bravera Wealth issues as requested by management.
3. Additional responsibilities to be determined by Subsidiary.

Qualifications

1. Education: High school diploma with college degree in business administration, finance, accounting or related field preferred. Ability to pass background check.
2. Licenses: FINRA Series 7, 66 (or equivalent) securities license, State Insurance License –Accident and Health, Variable Life and Annuity, Life and Annuity; or ability to obtain licenses.
3. Experience: Minimum of three years of financial services experience or related professional experience.
4. Certain professional qualifications or the ability to obtain and maintain certain designations (CFP, etc.).
5. Understanding of financial markets and portfolio management concepts, as well as applicable fiduciary law.
6. Understanding of estate and financial planning, estate and gift taxes, taxation of wealth and individuals for the administration of personal wealth accounts, and understanding of ERISA and applicable regulations for administration of employee benefit accounts.
7. Ability to communicate well with public, clients, company personnel, as well as the ability to work well with others and be a team player.

Location

Great Falls, MT

Benefits

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

Our Values

• Give and earn trust. We support and empower one another to earn trust through accountable performance.
• Learn, teach and mentor. We are a learning organization that invests in growth and development.
• Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.

Want to learn more about careers with Bravera? Go to bravera.bank/careers.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).