What are the responsibilities and job description for the Legacy Planning Specialist position at beBee Careers?
Covenant Trust offers a unique opportunity for experienced Financial Advisors to join our team and make a meaningful impact in the lives of others.
We are seeking a skilled and motivated individual to take on the role of Financial Advisor. As a key member of our team, you will work closely with clients to understand their financial needs and develop tailored solutions to meet their goals.
Responsibilities:
- Build and maintain strong relationships with clients, ensuring their needs are met and exceeded.
- Leverage Covenant Trust's range of financial services to develop comprehensive solutions for clients.
- Collaborate with internal teams to ensure seamless delivery of client services.
- Stay up-to-date with industry developments and best practices to remain a trusted advisor to clients.
What We Look For:
- Five (5) years of experience in the financial services or related industry.
- CFP designation preferred, or other demonstrated financial expertise or competencies.
- Previous experience using a CRM.
- Previous success in managing a book of clients is a plus.
- Prior experience with Money Guide Pro/Elite, MS Advisor Workstation, MS Direct is a plus.
- A heart for serving others and a passion for helping individuals and mission-centered institutions achieve their financial and charitable planning goals.
- Periodic travel throughout assigned territory to meet with prospects/clients.
