Bravera
The Retirement Plan Advisor will administer fiduciary retirement plan accounts, develop new business, and manage client relationships while delivering superior customer service. The role involves ensuring compliance with fiduciary duties, providing education on plan features, and contributing to community outreach and sales opportunities.
Bravera, with locations across North Dakota, Minnesota and Montana, offers banking, mortgages, financial planning and insurance.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bravera.
Bravera didn’t post a salary, so this is our estimate from similar listings.
29% below the average for this role
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