Financial Advisor

About the role

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.

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

Requirements

• Life & Health Insurance license
• FINRA SIE
• FINRA Series 7
• FINRA Series 66
• Required registrations and licenses to be completed upon offer acceptance

Skills

• 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

Benefits

• Flexible schedule
• Healthy work/life balance
• Thorough training and development program that supports quick progression and growth
• Professional development and training led by and inspired by senior partners within the firm