What are the responsibilities and job description for the Strategic Wealth Planner position at Covenant Trust?
Covenant Trust is a mission-driven organization dedicated to providing trusted and uncompromising financial guidance and products to our clients. We are seeking an experienced Financial Advisor to join our team and become a key driver of our mission.
The successful candidate will have a strong foundation in financial services, with a proven track record of building relationships and expanding their client base. They will be responsible for developing and implementing comprehensive financial plans that meet the unique needs and goals of our clients.
As a Financial Advisor at Covenant Trust, you will have the opportunity to work collaboratively with our team of experts to provide fiduciary-level client care. You will leverage our investment management services, trust administration services, and gift planning products to create customized solutions for our clients.
We look for candidates who possess a passion for serving others and a commitment to helping individuals and mission-centered institutions achieve their financial and charitable planning goals. If you are a motivated and results-driven professional with a strong background in financial services, we encourage you to apply for this exciting opportunity.
- Bachelor's degree in finance, accounting, or related field
- Five years of experience in financial services, preferably in a role similar to Financial Advisor
- CFP designation preferred, or other demonstrated financial expertise or competencies
- Previous experience using a CRM and ability to learn new software
- Prior experience managing a book of clients and building relationships
