Advisor Growth and Resource Director

Renaissance Financial Corporation; Sandy (UT); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Employer Paid Medical Insurance

10% employer contributions to eligible

Annual variable compensation & bonuses

Licensing coverage & growth

Job summary

Renaissance Financial in Salt Lake City is seeking a full-time Advisor Marketing Program Lead to guide Silver Advisors with strategic marketing plans, accountability, and professional development.

You will build relationships with leadership, coordinate training with wholesalers, support recruiting efforts, and promote RFC's mission through community initiatives.

Qualifications

• High level of interpersonal skills to handle sensitive situations.
• Strong communication and collaboration with leaders and advisors.
• Ability to coordinate training and marketing plans across cities.

Responsibilities

• Partner with leadership to support Silver Advisor marketing strategies and progress updates.
• Lead the Advisor Marketing Program with Salt Lake City Silver Advisors and create marketing plans.
• Coordinate training sessions with wholesalers to support advisor education and product knowledge.
• Develop relationships with leadership to assist with advisor growth and recruiting.

Skills

Interpersonal skills

Communication

Project management

Travel flexibility

Tools

Word

Excel

Outlook

PowerPoint

Access

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.

Primary Responsibilities

• 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.

Education, Training & Experience:

Computer Equipment and Software

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

Working Conditions

• 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.

Benefits and Incentives

• 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.