What are the responsibilities and job description for the Trust and Wealth Management Professional position at Covenant Trust?
As a Financial Advisor at Covenant Trust, you will have the opportunity to work with a unique, mission-centered financial services organization dedicated to providing trusted and uncompromising financial guidance and products to our clients. We are committed to protecting client and company information and adhering to company policies and practices regarding the safeguarding of such information.
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.
Job Description:
Job Summary
As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with clients and prospects through regular communication and personalized service.
Key Responsibilities
- Establish and maintain strong relationships with clients and prospects through regular communication and personalized service.
- 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.
Benefits:
- 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
