Financial Client Advisor - Brotherhood Retirement

Company: Brotherhood Mutual Careers
Location: Colorado Springs
Posted on: April 2, 2026

Job Description:

Job Title: Financial Client Advisor - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO) POSITION SUMMARY The Financial Advisor – Client Service is responsible for delivering high-quality advisory support and ongoing service to retirement plan clients, plan participants, and associated private wealth relationships. This role focuses on deepening existing client relationships, providing responsive plan-level and participant-level guidance, and supporting incoming church retirement plans through a consultative, service-oriented approach. In addition to servicing retirement plans and participants, this role has the opportunity to build and manage a personal book of private wealth clients, primarily through relationships developed with church leaders, pastors, and plan participants. The Financial Advisor – Client Service serves as a trusted advisor who balances service excellence with thoughtful relationship development, all within a fiduciary, client-first framework. PRINCIPAL DUTIES AND RESPONSIBILITIES Client & Plan Advisory Service Serve as the primary Financial Advisor for assigned retirement plan clients and related participant relationships. Provide ongoing financial guidance, education, and support to plan sponsors, pastors, and plan participants. Conduct participant reviews, plan education sessions, and stewardship-focused conversations. Support client retention through proactive communication, responsiveness, and trusted advisory relationships. Client Communication & Education Deliver clear, accurate, and faith-aligned financial education to clients and participants. Support group education meetings, workshops, and church-based sessions. Ensure all client communications reflect BWR’s fiduciary obligations, service standards, and mission. Collaboration & Documentation Collaborate closely with Operations, Compliance, and Retirement Plan Sales teams to resolve client needs efficiently. Maintain accurate and timely documentation of client interactions, recommendations, and service activity in firm systems. Operate in accordance with SEC regulations, fiduciary obligations, and firm policies and procedures. EXPERIENCE AND EDUCATION Bachelor’s degree in Business, Finance, Economics, or a related field required. Active FINRA Series 65 license required. Minimum of 3 years of experience in financial advising, retirement plans, or client-facing financial services preferred. Experience working with church, ministry, or nonprofit clients preferred. Understanding of retirement plans including plan sponsor and participant considerations. SKILLS AND KNOWLEDGE Strong financial planning and retirement advisory capabilities. Service-oriented mindset with the ability to develop long-term client relationships. Ability to build and manage private wealth relationships through trust, service, and advisory excellence. Comfort guiding churches, pastors, and participants through retirement and financial planning decisions. Excellent written and verbal communication skills. Strong organizational skills and attention to detail in a regulated environment. Collaborative approach across advisory, operations, and client service teams. High integrity, professionalism, and alignment with BR’s mission and values. Terms and Conditions This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche. Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.

Keywords: Brotherhood Mutual Careers, Southglenn , Financial Client Advisor - Brotherhood Retirement, Customer Service & Call Center , Colorado Springs, Colorado