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WELCOME TO COVENANT WEALTH MANAGEMENT
Holistic financial planning infused with biblical wisdom.
The Opportunity:
We are looking for a best-fit candidate to join our team
as an Associate Wealth Advisor in the summer of 2025.​
At Covenant Wealth Management, an Associate Wealth Advisor functions in one or more distinct roles:
producing advisor, developing and growing new client relationships
planning advisor (paraplanner), analyzing goals and designing recommendations and solutions
servicing advisor, enhancing and growing existing client relationships
The ideal candidates will hold:
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High academic competence
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High emotional intelligence
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A servant’s attitude
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A desire to serve those that God has blessed with wealth
We offer a salary, bonus, benefits package, and a career progression plan detailed in our video below.
ABOUT COVENANT WEALTH MANAGEMENT
Covenant Wealth Management is fee-based Christian wealth management firm. Our firm is affiliated with LPL Financial to support investment advisory, investment brokerage, and insurance brokerage needs for clients through LPL’s Private Client team. Our firm partners with asset management firms for client investments while we manage client relationships at a holistic level. We operate as a virtual family office, collaborating with great intentionality with CPAs, attorneys, bankers, commercial insurance agents, and other allied professionals to serve the needs of our clients who have increasingly complex financial decisions.
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Covenant Wealth Management is located in Winston-Salem, NC and serves clients throughout the region. We have a satellite office in Boone, NC with plans to expand locations throughout the region.
CONNECT WITH US
Want to explore a career with Covenant Wealth Management? Let's start a conversation...