Covenant Wealth Strategies is currently looking for a Receptionist to join our team! Our desire is to form long-lasting and mutually beneficial relationships amongst team members, clients, and the community.
Covenant Wealth Strategies’ competitive incentive package includes a base salary, bonus opportunities, healthcare, 401K, paid time off, paid holidays and allowance for professional development.
The Receptionist will be working closely with all members of the Covenant Wealth Strategies team to provide proactive concierge service and excellent support. This position is an exempt full-time role with a minimum of 40 hours per work week, which may require occasional evening availability as needed.
Scheduling & CRM
Knowledge, Skills & Qualifications:
Career Growth Opportunity:
The career advancement track may include joining additional internal teams to support Covenant’s mission. Position advancement would require the successful completion of the SIE, Series 6 & 63 exams, as well as commitment to continued professional development, including the achievement of mutually agreed professional designations and goals.
About Covenant Wealth Strategies
Covenant offers comprehensive financial planning and investment strategies. We work with clients of all different backgrounds to guide them in making informed financial decisions to positively impact their lives and the world in which they live. The team at Covenant works with a variety of clients including individuals, families, business owners and executives. We believe that all aspects of your life, including your financial life, can be aligned with your individual values.