About this opportunity
Covenant Trust lists this Financial Advisor (Santa Barbara County) opportunity in santa barbara county, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Looking to make an impact 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.
Financial Advisors become part of the communities they serve 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.
Through a consultative process of understanding a client’s financial needs and unique goals, our Financial Advisors demonstrate the value of becoming a Covenant Trust client and our ability to serve the changing needs of clients throughout generations.
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. 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.
Provide holistic, purpose-driven financial planning solutions to individuals and institutions.
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.
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., 90,000-110,000 plus a goal-driven bonus opportunity & structured bonus opportunity.
Comprehensive benefits package : choice of three medical plans; dental; employer-paid life and disability; structured bonus; 11 paid holidays; and a range of voluntary benefits (accident and critical illness coverage, auto and home insurance, pet insurance, identity theft protection).
Support/Training : our Financial Advisors receive ongoing support, training opportunities, and financial support for professional development.
A resume can also be submitted through our website: Covenant Trust is a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking. Our mission is to provide effective legacy planning and financial management to our clients. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information For more information, visit
All employees are expected to adhere to company policies and practices regarding the safeguarding of such information.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.