What are the responsibilities and job description for the Wealth Management Specialist position at Covenant Trust?
What We Look For
We are seeking an experienced professional with a proven track record in the financial services industry. The ideal candidate will possess:
- A minimum of 5 years of experience in financial planning or related fields.
- A CFP designation or other demonstrated financial expertise.
- Previous experience using CRM software.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues alike.
