What are the responsibilities and job description for the Fiduciary Advisor - Wealth Management position at Covenant Trust?
Job Description
Key Responsibilities:
- Establish a solid foundation by stepping into an existing book of clients from a network of retirement communities and affinity networks who trust Covenant Trust's mission and services
- Strengthen your competitive advantage within your personal developing networks and community by leveraging Covenant Trust's investment management services, trust administration services, and gift planning products and services
- Enhance client retention by building trust, establishing strong relationships, and communicating effectively with clients
- Work collaboratively 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
Required Skills and Qualifications:
- Five 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
