What are the responsibilities and job description for the Financial Advisor position at Covenant Trust?
Financial Advisor - Covenant Living of Cromwell, Connecticut | Covenant Living of Keene, New Hampshire | East Coast Conference of ECC
We are seeking a Financial Advisor to join our team at Covenant Trust.
As a Financial Advisor at Covenant Trust, you will be the ambassador and primary driver of our mission to provide trusted and uncompromising financial guidance and products to our clients throughout the communities we serve.
You will become part of the communities you serve by making positive, meaningful changes in the lives of others. Your high visibility presence and engagement will include business and relationship development activities with existing clients and prospects within established affinity networks; development of additional networks; travel within your assigned market area; and establishing yourself as a financial solutions provider. We help our clients achieve their financial goals and charitable purposes.
Through a consultative process of understanding a client's financial needs and unique goals, our Financial Advisors demonstrate the value of becoming a Covenant Trust client and our ability to serve the changing needs of clients throughout generations.
Key Responsibilities:
- Build on a solid foundation: You will start with 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. Empower and embolden clients by providing ongoing education regarding their financial decisions.
- 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: Investment Management, Retirement Planning, Income Planning, Trust Administration, Estate Planning, and Gift Planning.
- Provide holistic, purpose-driven financial planning solutions to individuals and institutions.
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.
Benefits:
- 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
