What are the responsibilities and job description for the Retirement Planning Expert position at Covenant Trust?
Key Responsibilities
- Establish and maintain a strong book of clients through effective relationship-building and business development activities.
- Develop and implement holistic, purpose-driven financial planning solutions for individuals and institutions.
- Work closely with our team to leverage Covenant Trust's investment management services, trust administration services, and gift planning products and services to strengthen your competitive advantage.
- Provide ongoing education and support to clients, empowering them to make informed financial decisions.
- Foster a culture of transparency and trust by adhering to company policies and practices regarding the safeguarding of client and company information.
