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Financial Services Professional

2 weeks ago


Batavia, Illinois, United States Covenant Trust Full time
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"At Covenant Trust, we offer a unique opportunity for experienced financial professionals to join our team as a Financial Advisor."

## Key Responsibilities

  • Build on a solid foundation by leveraging our existing client base and network of retirement communities and affinity networks.
  • Enhance client retention by establishing strong relationships, communicating effectively, and providing ongoing education on financial decisions.
  • Collaborate with team members to provide fiduciary-level client care, matching client needs to our array of financial solutions.
  • Provide holistic, purpose-driven financial planning solutions to individuals and institutions.


## Requirements

  • Five 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.


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