Financial Advisor: Mission-Driven Planning & Client Impact

Covenant Trust; Carol Stream (IL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with employer match

Paid volunteer time off

Job summary

Covenant Trust in Carol Stream, Illinois is looking for a Financial Advisor to join their mission-driven team. The ideal candidate will have at least five years of experience in financial services, a passion for helping clients, and preferably a CFP® designation. Responsibilities include managing an existing book of clients, providing comprehensive financial planning, and collaborating with the team to meet client needs.

The position offers a competitive salary ranging from $80,000 to $100,000, along with a comprehensive benefits package, including medical plans, 401(k) match, and paid time off. To apply, send your resume to Mariam Khorenyan at [e-mail].

Qualifications

• Five years of experience in the financial services or related industry.
• CFP® designation preferred or demonstrated financial expertise.
• Experience using a CRM and managing a book of clients.

Responsibilities

• Start with an existing book of clients from retirement communities.
• Enhance client retention by building trust with clients.
• Work collaboratively with team members to provide fiduciary client care.

Skills

Client relationship management

Financial planning

Investment management

Trust administration

Charitable planning

Education

CFP® designation preferred

5+ years of experience in financial services

Tools

CRM software

Salesforce

Microsoft platforms

Job description

Covenant Trust in Carol Stream, Illinois is looking for a Financial Advisor to join their mission-driven team. The ideal candidate will have at least five years of experience in financial services, a passion for helping clients, and preferably a CFP® designation. Responsibilities include managing an existing book of clients, providing comprehensive financial planning, and collaborating with the team to meet client needs.

The position offers a competitive salary ranging from $80,000 to $100,000, along with a comprehensive benefits package, including medical plans, 401(k) match, and paid time off. To apply, send your resume to Mariam Khorenyan at [e-mail].