Careers

Current Job Openings


Applicants should submit resumes to advisors@braggfinancial.com.


Client Advisor

The Client Advisor serves a crucial role on the wealth management team at Bragg Financial.  Partnering with a team consisting of Client Service Associates, Financial Planning Analysts, and Portfolio Managers, the Client Advisor works directly with clients and other team members to deliver excellent advice and service to clients of the firm.

Responsibilities

  • Serve as primary manager of a specific number of client relationships.
  • Build and maintain superior client relationships by anticipating financial needs through proactive and planned client contact and leading client meetings.
  • Take a leadership role in attracting and onboarding new clients. Proactively expand existing client relationships.
  • Provide comprehensive financial planning advice to clients. Help clients define their financial goals and objectives by analyzing their current financial resources and financial position and identifying appropriate solutions to help clients attain their objectives.
  • Read, understand, and summarize wills and trusts. Be able to simplify the documents when explaining them to clients.
  • Develop comprehensive financial plans using tools such as Excel and planning software.
  • Partner with client’s other professionals including CPAs, Estate Planning Attorneys, and other third parties to meet client needs.
  • Provide support as a subject-matter expert for a specific specialty or service.
  • Provide leadership and guidance to less experienced staff.
  • Research and write articles for firm publication.
  • Embrace processes and systems in use at Bragg and participate in firm efforts at continuously improving the way we serve clients.
  • Collaborate with teammates including Client Service Associates, Financial Planning Analysts, and Portfolio Managers to ensure clients are served at the highest level.
  • Build and enjoy deep relationships with your clients and with your co-workers.


Qualifications

  • BA/BS degree
  • CFP®, CPA, or JD preferred
  • Has a core competency in at least one functional discipline, as well as an ability to provide cross-disciplinary advice and develop integrated solutions for clients of moderate to high complexity.
  • 5+ years of relevant experience in wealth management
  • Excellent written, verbal, and interpersonal skills
  • High proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
  • Preferred proficiency in Right Capital financial planning software

Financial Planning Analyst

The Financial Planning Analyst serves a crucial role on the wealth management team at Bragg Financial.  Partnering with a team consisting of Client Advisors, Client Service Associates, and Portfolio Managers, the Financial Planning Analyst works directly with clients and other team members to deliver excellent advice and service to clients of the firm.

Responsibilities

  • Partner with Client Advisors for planning advice on a specific number of firm clients and may serve as primary point of contact for some relationships.
  • Manage the client’s engagement with the firm by initiating communication with the client, setting agendas for client meetings, preparing the client advisor for the meeting, possibly participating in client meetings, and following up after meetings to ensure commitments are kept.
  • Develop expertise entering and analyzing financial plans in financial planning software and in our proprietary Excel planning worksheets.
  • Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation and stock option analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer planning.
  • Review and summarize insurance policies and illustrations, wills, trusts, executive compensation plans, and other documents.
  • Partner with client’s other professionals including CPAs, Estate Planning Attorneys, and other third parties to meet client needs.
  • Embrace processes and systems in use at Bragg and participate in firm efforts at continuously improving the way we serve clients.
  • Work on research projects, financial literacy “Bootcamp”, presentations, writing assignments, and other projects as they arise.
  • Review and summarize planning articles. Opportunity to author or co-author planning articles.
  • Collaborate with teammates such as Client Advisors, Client Service Associates, and Portfolio Managers to ensure clients are served at the highest level.
  • Build and enjoy deep relationships with your clients and with your co-workers.

Qualifications

  • BA/BS degree
  • CFP® or other industry certification preferred
  • 2+ years of relevant experience in wealth management, tax planning, law, or financial planning
  • Excellent written, verbal, and interpersonal skills
  • High proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
  • Preferred proficiency in Right Capital financial planning software
  • Demonstrated analytical aptitude and ability