Financial Services Professional

3 days ago


Santa Barbara, California, United States Covenant Trust Company Full time
Financial Advisor Opportunity

Covenant Trust Company is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in providing trusted and uncompromising financial guidance and products to our clients throughout the communities we serve.

Key Responsibilities
  • Provide holistic, purpose-driven financial planning solutions to individuals and institutions.
  • Develop and maintain strong relationships with clients, leveraging Covenant Trust's investment management services, trust administration services, and gift planning products and services.
  • Work collaboratively 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.
  • Enhance client retention by building trust, establishing strong relationships, and communicating effectively with clients.
Requirements
  • 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.
What We Offer
  • 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.


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