TOUCH BASE
Phone: 800-483-2177
Fax: 847-583-3210
HOURS
Monday-Friday: 8:00 am-5:00 pm
(Central Time)
New Year’s Day
Martin Luther King, Jr. Day
President’s Day
Good Friday
Memorial Day
Juneteenth
Independence Day
Labor Day
Thanksgiving Day
Thanksgiving Friday
Christmas Day
How can we help?
Reach out anytime to learn more about Covenant Trust and how we work with individuals, families and institutions.
Interested in a career at Covenant Trust?
We are always looking for top talent. To learn more about working here, use this form to connect with our HR team.
A Welcoming Workplace
Interested in joining the Covenant Trust team? Find out more about open opportunities.
Looking to make an impact at a unique, 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 both a financial educator and solutions provider.
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.
Key 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.
What we look for:
- 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, and 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, 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.
To apply for this position, please send a cover letter and your resume to Mariam Khorenyan, HR Generalist, at m.khorenyan@covenanttrust.com. Position description available upon request. A resume can also be submitted through our website: Contact – Covenant Trust
About Covenant Trust
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 shareholders are the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University. Our mission is to provide effective legacy planning and financial management to our clients.
Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information. For more information, visit www.covenanttrust.com
Equal Opportunity Employer
Join a fast-paced and growing company where contributions are recognized and valued.
At Covenant Trust Company, we serve families and institutions with a full suite of trust services, including investment management, financial guidance, and gift and estate planning. We thrive on helping our clients to achieve their purposes and make a difference in the world around them.
We are a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.
Position Summary:
The Institutional Reporting Specialist is an integral member of the Operations team, responsible for delivering reporting and operational support across institutional, charitable, private equity, and trust accounting functions. This role blends client-focused reporting responsibilities with hands-on operational duties to ensure accurate records, timely processing, and excellent service to clients and partners.
What we look for:
- Bachelor’s degree in business, finance, accounting, or a closely related field.
- Two years of relevant experience; accounting background preferred.
- A heart for serving others and a passion for helping individuals and mission-centered institutions achieve their financial and charitable purposes.
- Experience with financial, investment, or trust operations processes, including transaction posting, reconciliations, valuation updates, or performance/institutional reporting.
- Familiarity with private equity reporting, fund statements, or charitable gift administration is strongly preferred.
- Strong proficiency with financial systems, reporting tools, and other software common to trust and investment operations, along with advanced skills in Microsoft Excel.
- Excellent organizational and time-management skills with the ability to manage multiple responsibilities in a timely and professional manner.
- Self-directed and motivated, with strong attention to detail, follow-through, and the ability to work both independently and collaboratively.
Position Details:
- Full-time, exempt (salary $60-$65K), benefit eligible.
- Monday through Friday work schedule with flexible daytime hours.
- 3-days per week in the Chicago office and 2-days remote (after a period of orientation).
- Benefits include 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).
To apply for this position, please send a cover letter and your resume to Mariam Khorenyan, HR Generalist, at m.khorenyan@covenanttrust.com. Position description available upon request. A resume can also be submitted through our website: Contact – Covenant Trust
About Covenant Trust
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 shareholders are the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University. Our mission is to provide effective legacy planning and financial management to our clients.
Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information. For more information, visit www.covenanttrust.com
Equal Opportunity Employer