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Financial Solutions Expert

2 weeks ago

Batavia, Illinois, United States Covenant Trust Full time
About Covenant Trust:
We are a non-depository trust company dedicated to providing effective legacy planning and financial management to our clients. Our shareholders are the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University. We are committed to protecting client and company information and adhere to company policies and practices regarding the safeguarding of such information.

Job Description:
As a Financial Advisor, you will be responsible for providing trusted and uncompromising financial guidance and products to our clients. This includes developing and maintaining relationships with existing clients and prospects within established affinity networks, as well as developing additional networks through business development activities. You will also establish yourself as a financial solutions provider through high visibility presence and engagement, and collaborate with team members, Trust Officers, and Trust Administrators to provide fiduciary-level client care.

Key Responsibilities:
• Provide holistic, purpose-driven financial planning solutions to individuals and institutions;
• Strengthen your competitive advantage within your personal networks and community by leveraging Covenant Trust's investment management services, trust administration services, and gift planning products and services;
• Enhance client retention by building trust, establishing strong relationships, and communicating effectively with clients. Empower and embolden clients by providing ongoing education regarding their financial decisions.

Required Skills and Qualifications:
• 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.

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;