Financial Advisor - Covenant Living of Cromwell, Connecticut | Covenant Living of Keene, New Hampshire | East Coast Conference of ECC

Looking to make an impact at a unique, mission-centered financial services organization? Join Covenant Trust as a Financial Advisor!

At Covenant Trust, you will be the ambassador and primary driver of our mission to provide trusted and uncompromising financial guidance and products to our clients throughout the communities we serve.

Financial Advisors become part of the communities they serve by making positive, meaningful changes in the lives of others. High visibility presence and engagement include business and relationship development activities with existing clients and prospects within established affinity networks; development of additional networks; travel within your assigned market area; and establishing oneself as a financial solutions provider. We help our clients achieve their financial goals and charitable purposes.

Through a consultative process of understanding a client’s financial needs and unique goals, our Financial Advisors demonstrate the value of becoming a Covenant Trust client and our ability to serve the changing needs of clients throughout generations.

Key Responsibilities

Start with a solid foundation:

What We Look For:Five (5) years of experience in the financial services or related industry.
CFP® designation preferred, or other demonstrated financial expertise or competencies.
Previous experience using a CRM.
Previous success in managing a book of clients is a plus.
Prior experience with Money Guide Pro/Elite, MS Advisor Workstation, MS Direct is a plus.
A heart for serving others and a passion for helping individuals and mission-centered institutions achieve their financial and charitable planning goals.
Periodic travel throughout assigned territory to meet with prospects/clients.

Salary and Benefits:Comprehensive benefits package

To apply for this position

About Covenant TrustCovenant Trust is a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking. Our shareholders are the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University. Our mission is to provide effective legacy planning and financial management to our clients. Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information. For more information, visit www.CovenantTrust.com

Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information. For more information, visit www.CovenantTrust.com

Equal Opportunity Employer

Covenant Trust jobs

Financial Advisor