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Retirement Plan Advisor
Job description
Bravera Wealth is expanding to Fargo, ND! This key role supports our mission by administering Retirement Plan Services fiduciary accounts while helping to develop new business opportunities across the region. Team members are expected to uphold the highest standards of trust, integrity, & fiduciary responsibility, demonstrating strong knowledge of fiduciary principles, account administration, business development, and collaboration.
Ideal candidates will bring a minimum of 5 years of relevant experience, a strong understanding of ERISA regulations, financial markets, and fiduciary standards, strong communication skills, and professional certifications such as CPA, CRPP, QKA, or QKS. Prior leadership or management experience is desired. Apply at https://www.
bravera.bank/about/careers. EOE.
Description copied from Bravera's careers page. Read the full posting before you apply.
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