What are the responsibilities and job description for the Estate and Trust Manager position at Covenant Trust?
About the Opportunity
This is a unique opportunity to join Covenant Trust as a Financial Advisor, where you will have the chance to make a meaningful difference in the lives of others by developing strong relationships with clients and prospects.
As a Financial Advisor at Covenant Trust, you will have the opportunity to work closely with clients and prospects to develop personalized financial solutions tailored to their needs and goals.
Qualifications and Responsibilities
- Strong Communication Skills: The ability to communicate effectively with clients and prospects to build strong relationships and provide personalized financial solutions.
- Proven Track Record: A proven track record of success in managing a book of clients and providing fiduciary-level client care.
- FP Designation: CFP designation preferred, or other demonstrated financial expertise or competencies.
