Advisor Growth and Resource Director
Renaissance Financial
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Benefits offered by this job
Job summary
Renaissance Financial is seeking a full-time Advisor Development professional in Salt Lake City to mentor Silver Advisors, guide strategic marketing, and support growth and recruitment initiatives. You will coordinate training, build leadership relationships, and serve as a local RFC ambassador to expand advisor networks.
With a strong focus on community engagement and professional development, you will work across cities to share ideas for the Advisor Marketing Program and deliver targeted
Qualifications
- High level of interpersonal skills to handle sensitive and confidential situations.
- This role requires poise, tact and diplomacy.
- Ability to interact and communicate with individuals at all levels of the organization.
- Attention to detail in composing, typing and proofing materials, and meeting deadlines.
- Ability to juggle multiple tasks in a fast-paced environment.
- Flexibility for travel.
- Self-starter and motivated.
Responsibilities
- Partner with the Vice President of Advisor Development in Salt Lake City to support Silver Advisor marketing strategies, marketing plans, benchmarks, and progress updates.
- Lead the Advisor Marketing Program with Salt Lake City Silver Advisors and create a marketing plan aligned to business goals, with bi-monthly check-ins for accountability and support.
- Track Silver Advisor progress with activity and firm goals.
- Develop relationships with leadership and senior Advisors to aid development of the new Advisor group.
- Establish team atmosphere through leadership and member development.
- Serve as RFC ambassador in Salt Lake City with professional relationships to promote the RFC mission and generate advisor leads.
Skills
Education
Tools
Job description
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 set 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 team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to develop and support Silver Advisors, RFC's new and developing advisors, through strategic marketing guidance, accountability, training, and professional development while serving as an RFC ambassador and contributing to advisor growth, recruiting, and community engagement initiatives.
- Partner with the Vice President of Advisor Development in Salt Lake City to support Silver Advisor marketing strategies, marketing plans, benchmarks, and Advisor progress updates.
- Lead the Advisor Marketing Program with Salt Lake City Silver Advisors. Work with Silver Advisors to learn more about them and create a marketing plan that works best for them to achieve their business goals and the firm’s goals. Continue to meet with them on a bi-monthly basis to provide accountability, strategy, and support.
- Track Silver Advisor progress with activity and firm goals.
- Develop relationships with leadership and senior Advisors that assist with the development of the new Advisor group.
- Establish team atmosphere through leadership and team member development.
- Serve as an RFC ambassador in the Salt Lake City community by building and maintaining professional relationships that promote the RFC mission, enhance team visibility, and create networking opportunities that may generate advisor leads.
- Look for opportunities to connect the new Advisors with potential business, community, and special interest groups.
- Assist with Advisor recruiting interviews and work with Director of Recruiting and Vice President of Advisor Development in Advisor hiring process.
- Build relationships with testing Advisors prior to their start date through check-in meetings.
- Coordinate office visits and product-focused training sessions with wholesalers to support advisor education and product knowledge.
- Work with Advisor Growth & Resources Directors from all cities to develop new ideas for the Advisor Marketing Program and for the Silver Advisors.
- Develop and coordinate training opportunities based on Silver Advisor needs, maintain a robust training schedule, and organize office visits from RFC team members to deliver targeted training sessions.
Other duties may be assigned to meet the business needs.
- High level of interpersonal skills to handle sensitive and confidential situations.
- This position requires demonstrated poise, tact and diplomacy.
- Ability to interact and communicate with individuals at all levels of the organization.
- Work requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines.
- Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
- Flexibility for travel.
- Ability to supervise and problem solve.
- Self-starter and motivated.
Proficiency in the use of computer programs for:
- Word
- Excel
- Outlook
- PowerPoint
- Access
Proficiency in the use of office equipment:
- Computer
- Voice messaging systems
- Fax
- Typing of at least 50 wpm
- Professional office environment.
- This position involves some travel.
- We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
- Employer Paid Medical Insurance.
- Generous employer contributions of up to 10% of team member eligible compensation annually.
- Potential for Annual Variable Compensation and Bonuses.
- Employer Licensing Coverage and Growth Opportunities.
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 set 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 team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to develop and support Silver Advisors, RFC's new and developing advisors, through strategic marketing guidance, accountability, training, and professional development while serving as an RFC ambassador and contributing to advisor growth, recruiting, and community engagement initiatives.
- Partner with the Vice President of Advisor Development in Salt Lake City to support Silver Advisor marketing strategies, marketing plans, benchmarks, and Advisor progress updates.
- Lead the Advisor Marketing Program with Salt Lake City Silver Advisors. Work with Silver Advisors to learn more about them and create a marketing plan that works best for them to achieve their business goals and the firm’s goals. Continue to meet with them on a bi-monthly basis to provide accountability, strategy, and support.
- Track Silver Advisor progress with activity and firm goals.
- Develop relationships with leadership and senior Advisors that assist with the development of the new Advisor group.
- Establish team atmosphere through leadership and team member development.
- Serve as an RFC ambassador in the Salt Lake City community by building and maintaining professional relationships that promote the RFC mission, enhance team visibility, and create networking opportunities that may generate advisor leads.
- Look for opportunities to connect the new Advisors with potential business, community, and special interest groups.
- Assist with Advisor recruiting interviews and work with Director of Recruiting and Vice President of Advisor Development in Advisor hiring process.
- Build relationships with testing Advisors prior to their start date through check-in meetings.
- Coordinate office visits and product-focused training sessions with wholesalers to support advisor education and product knowledge.
- Work with Advisor Growth & Resources Directors from all cities to develop new ideas for the Advisor Marketing Program and for the Silver Advisors.
- Develop and coordinate training opportunities based on Silver Advisor needs, maintain a robust training schedule, and organize office visits from RFC team members to deliver targeted training sessions.
Other duties may be assigned to meet the business needs.
- High level of interpersonal skills to handle sensitive and confidential situations.
- This position requires demonstrated poise, tact and diplomacy.
- Ability to interact and communicate with individuals at all levels of the organization.
- Work requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines.
- Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
- Flexibility for travel.
- Ability to supervise and problem solve.
- Self-starter and motivated.
- College degree
Proficiency in the use of computer programs for:
- Word
- Excel
- Outlook
- PowerPoint
- Access
Proficiency in the use of office equipment:
- Computer
- Voice messaging systems
- Fax
- Photo copier
- Typing of at least 50 wpm
- Professional office environment.
- Standard work week
- This position involves some travel.
- We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
- Employer Paid Medical Insurance.
- Generous employer contributions of up to 10% of team member eligible compensation annually.
- Potential for Annual Variable Compensation and Bonuses.
- Employer Licensing Coverage and Growth Opportunities.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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