What are the responsibilities and job description for the Financial Advisor - Legacy Planning Expert position at Covenant Trust?
About the Role
This is a unique opportunity to join Covenant Trust as a Financial Advisor, where you will be part of a mission-centered financial services organization that provides trusted and uncompromising financial guidance and products to clients throughout the communities we serve.
As a Financial Advisor at Covenant Trust, you will have the opportunity to make a positive impact in the lives of others by developing strong relationships with clients and prospects within established affinity networks. You will also have the chance to expand your professional network and establish yourself as a financial solutions provider.
Key Responsibilities
- Deepen Client Relationships: Leverage an existing book of clients from a network of retirement communities and affinity networks who trust Covenant Trust's mission and services.
- Strengthen Competitive Advantage: Utilize Covenant Trust's investment management services, trust administration services, and gift planning products and services to enhance your practice and build strong relationships with clients.
- Enhance Client Retention: Build trust, establish strong relationships, and communicate effectively with clients to empower them and provide ongoing education regarding their financial decisions.
- Collaborate with Team Members: Work collaboratively with team members, Trust Officers, and Trust Administrators to provide fiduciary-level client care that matches client needs to our wide array of financial solutions.
