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Legacy Planning Specialist

1 week ago

Batavia, Illinois, United States Covenant Trust Full time
Why Join Us?
Covenant Trust is a unique and mission-centered financial services organization that provides trusted and uncompromising financial guidance and products to our clients. As a Financial Advisor, you will be part of a team that is dedicated to making a positive impact in the lives of others. If you are passionate about serving others and committed to excellence, we encourage you to apply.

Responsibilities:
• Develop and maintain relationships with existing clients and prospects within established affinity networks;
• Develop additional networks through business development activities;
• Establish oneself as a financial solutions provider through high visibility presence and engagement;
• Collaborate with team members, Trust Officers, and Trust Administrators to provide fiduciary-level client care;
• Stay up-to-date on industry trends and best practices to ensure optimal results for 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.

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;