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About Renaissance Financial
Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City.
Our Mission : Using creative business and personal planning, we help our clients achieve financial freedom one relationship at a time.
Our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community.
We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our employees.
The mission of this part-time position is to manage systems to accomplish client servicing and client onboarding, for the efficient operations of both the current client base and expanding client base.
You will work directly with the Financial Advisor to assist with all aspects of their daily work routine.
Primary Responsibilities :
Participate in weekly meetings with the Advisor to discuss the upcoming week’s appointments and action items to work on.
Continue to monitor action items for new client onboarding.
Additional Tasks :
Future duties as the role grows could likely include (assuming a desire to get securities licensed and take on a more active role in the business) :
Essential Characteristics :
Education, Training & Experience :
Computer Equipment and Software :
Working Conditions :
Last updated : 2024-04-23
Full Time
Business Services
$44k-56k (estimate)
04/25/2024
05/02/2024
renaissancefinancial.com
NORWOOD, MA
50 - 100
1994
GERALD LOFTIN
$10M - $50M
Business Services
Renaissance Financial is a financial services firm that provides customized solutions to assist individuals and businesses in reaching their financial goals. Our mission is to use creative business and personal planning to help our clients achieve financial freedomone relationship at a time. Certain individuals associated with Renaissance Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (Securian), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized... to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRAs BrokerCheck. For information about which individuals associated with Renaissance Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securians behalf, please contact Securian at 1-800-820-4205. Renaissance Financial is independently owned, and offers its own suite of products and services entirely independent of Securian. 5700 Oakland Avenue, Suite 400, Saint Louis, MO 63110. https://www.renaissancefinancial.com
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