Financial Advisor

Covenant Trust; California (MO); On-site; USD 90,000 - 110,000; Full time

Job summary

Covenant Trust is seeking a Financial Advisor to deliver holistic financial planning and fiduciary‑level client care for individuals and institutions. You will start with an established book from retirement communities and affinity networks, focusing on deepening relationships and expanding practice while serving mission‑driven clients.

Based in Santa Barbara with flexible commuting options, you will collaborate with Trust Officers and Administrators to provide investment management, retirement,

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 Right Capital, Salesforce, MS platforms 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.
• This role is based in Santa Barbara (Covenant Living at the Samarkand), but many of our advisors commute from nearby communities and scheduling flexibility is offered to support a reasonable commute.

Responsibilities

• Provide holistic, purpose‑driven financial planning solutions to individuals and institutions.
• Start with a solid foundation: step into an existing book of clients from a network of retirement communities and affinity networks who trust Covenant Trust’s mission and services.
• Strengthen your competitive advantage within your personal developing 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.
• 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.

Skills

CRM experience

Book of clients management

Travel willingness

Financial services experience

Interpersonal communication

Education

CFP designation

Tools

Right Capital

Salesforce

MS platforms

CRM

Job description

Join to apply for the Financial Advisor role at Covenant Trust.

Looking to make an at a unique and 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.

Base pay range

$90,000.00/yr - $110,000.00/yr

Financial Advisors become part of the communities they 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.

Responsibilities

• Provide holistic, purpose‑driven financial planning solutions to individuals and institutions.
• Start with a solid foundation: Step into an existing book of clients from a network of retirement communities and affinity networks who trust Covenant Trust’s mission and services. This strong client base affords opportunities to focus on deepening relationships and expanding your practice rather than starting anew.
• Strengthen your competitive advantage within your personal developing 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.
• 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: Investment Management, Retirement Planning, Income Planning, Trust Administration, Estate Planning, and Gift Planning.

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 Right Capital, Salesforce, MS platforms 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.
• This role is based in Santa Barbara (Covenant Living at the Samarkand), but many of our advisors commute from nearby communities (e.g., Goleta, Ventura, Oxnard, Camarillo, Thousand Oaks) and we offer scheduling flexibility to support a reasonable commute.

Salary and Benefits

• Competitive base salary: $90,000–110,000 plus a goal‑driven bonus opportunity & structured bonus opportunity.
• Comprehensive benefits package: 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; and a range of voluntary benefits (accident and critical illness coverage, 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.

Application Process

To apply for this position, please send a cover letter and your resume to Mariam Khorenyan, HR Generalist, at m.khorenyan@c