What are the responsibilities and job description for the Legacy Planning Specialist position at Covenant Trust?
Covenant Trust is a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking. Our shareholders are the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University. Our mission is to provide effective legacy planning and financial management to our clients.
We are seeking an experienced Financial Advisor to join our team. The ideal candidate will have five (5) years of experience in the financial services or related industry, preferably with a CFP designation. Previous experience using a CRM, managing a book of clients, and working with investment management services, trust administration services, and gift planning products and services is also desirable.
Responsibilities:
- Develop and implement customized financial plans to meet the unique needs and goals of clients.
- Leverage Covenant Trust's investment management services, trust administration services, and gift planning products and services to enhance client retention and deepen relationships.
- Collaborate 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.
- Provide holistic, purpose-driven financial planning solutions to individuals and institutions.
What We Offer:
- 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
