What are the responsibilities and job description for the Professional Financial Planner position at Covenant Trust?
About the Role
We are seeking a highly skilled and experienced Financial Advisor to join our team at Covenant Trust. As a key member of our organization, you will be responsible for providing trusted and uncompromising financial guidance and products to our clients throughout the communities we serve.
Your primary focus will be on developing strong relationships with existing clients and prospects within established affinity networks, as well as expanding into new markets. You will work collaboratively with our 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.