A career with Covenant Wealth Strategies (CWS) is an investment into your future. Our desire is to form long-lasting and mutually beneficial relationships amongst team members, clients and the community. The Associate Wealth Advisor is an integral part of CWS’ growth strategy and vision.
Covenant Wealth Strategies’ competitive incentive package includes a base salary, bonus opportunities, healthcare, 401K, 5+ weeks of paid time off, paid holidays and allowance for professional development.
The Associate Wealth Advisor (AWA) will begin with serving existing CWS clients and will develop into generating new clients from networking, referral sources and relationship-building activities. The AWA will provide proactive concierge service to existing and new clients they introduce to the firm. This includes providing independent, unbiased financial planning advice to clients of Covenant Wealth Strategies. All clients are and will be clients of Covenant Wealth Strategies.
Knowledge, Skills & Qualifications:
About Covenant Wealth Strategies
Covenant Wealth Strategies offers independent and comprehensive financial planning and investment strategies. As our clients’ most trusted advisor, the team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dreams fulfilled and create enduring legacies. Our clients’ success and well-being is our number one priority as we strive to put them in a position of strength to make educated decisions and achieve their goals.
Resumes can be submitted to firstname.lastname@example.org with Associate Wealth Advisor in the subject line.