What are the responsibilities and job description for the Financial Advisor position at Renaissance Financial?
About Renaissance Financial
What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies 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. We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom.
We support equal opportunity. We celebrate diversity and are committed to creating an inclusive environment for all.
Licenses & Registrations Required
- Life & Health Insurance
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
*Required registrations and licenses to be completed upon offer acceptance
Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough training and development program that supports quick progression and growth. Advisors engage in professional development and training led by and inspired by senior partners within the firm. Our comprehensive team approach sets you on a unique track towards a rewarding and lucrative career.
We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
Primary Responsibilities
- Identify and cultivate a client base by building rapport and fostering long-term sustainable relationships
- Implement target marketing strategies to engage your ideal prospective clients to capitalize on referrals
- Design and execute innovative and customized financial strategies for clients in efforts to help them meet their financial goals and needs
- Manage resources to run your own productive practice while utilizing the experience of specialists within the firm
Essential Characteristics
- Strong verbal and written communication skills to effectively convey information and build trust
- Capacity to assess client needs and financial situations to design effective strategies
- Ability to address and resolve complex financial issues with tailored solutions
- Skills in implementing marketing strategies to attract and engage ideal clients
- Dedication to fostering long-term relationships
- Capable to update strategies based on market conditions
- Building and maintaining client trust through honesty and reliability