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Renaissance Financial

Financial Advisor

Renaissance Financial, Phoenix, Arizona, United States, 85003

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Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our mission is to help clients achieve financial freedom using creative planning and a supportive team approach.

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 gives you control over your career while helping clients achieve their goals. We offer a flexible schedule, a healthy work/life balance, comprehensive training, and a supportive team environment.

We are committed to 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

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

Renaissance Financial contributes toward your medical premiums

Seniority level Entry level

Employment type Full-time

Job function Finance

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