What are the responsibilities and job description for the Legacy Planning Consultant position at Covenant Trust?
About Covenant Trust
Covenant Trust is committed to protecting client and company information, adhering to rigorous policies and practices that safeguard sensitive data.
Our Values:
- Integrity: We uphold the highest standards of professionalism, ethics, and fiduciary duty.
- Excellence: We strive for exceptional service, delivering tailored solutions that meet client needs.
- Collaboration: We foster open communication, teamwork, and mutual respect among colleagues.
