Client Relations Expert

We are seeking a highly motivated and experienced Financial Advisor to join our team at Covenant Trust. As a member of our team, you will have the opportunity to work with a unique, mission-centered financial services organization dedicated to providing trusted and uncompromising financial guidance and products to our clients.

The ideal candidate will have five (5) years of experience in the financial services or related industry, preferably with a CFP designation. Previous experience using a CRM, managing a book of clients, and working with investment management services, trust administration services, and gift planning products and services is also desirable.

Job Requirements:

• Develop and implement customized financial plans to meet the unique needs and goals of clients.
• Leverage Covenant Trust's investment management services, trust administration services, and gift planning products and services to enhance client retention and deepen relationships.
• Collaborate with team members, Trust Officers, and Trust Administrators to provide a fiduciary level of client care that matches client needs to our wide array of financial solutions.
• Provide holistic, purpose-driven financial planning solutions to individuals and institutions.

What We Offer:

• Competitive base salary – $80,000-100,000 plus a goal-driven bonus opportunity & structured bonus opportunity.
• Comprehensive benefits package including choice of three medical plans; prescription drug coverage; dental; vision; employer paid life and disability; structured bonus; 401(k) with employer match; 11 paid holidays; PTO; paid volunteer time off; voluntary benefits include accident and critical illness, auto and home insurance, pet insurance, identity theft protection; pre-tax commuter benefits.
• Support/Training - Our Financial Advisors receive ongoing support, training opportunities, and financial support for professional development.

Salary : $80,000 - $100,000