Advisor Growth and Resources Director

Renaissance Financial; Sandy (UT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

401k contribution

Bonuses possible

Job summary

Renaissance Financial in Sandy, UT seeks a full-time Advisor Development Assistant to empower Silver Advisors with strategic marketing guidance, training, and accountability. You will partner with leadership to implement plans and track progress across multiple cities.

Ideal candidates have 1–3 years of professional or business development experience, strong interpersonal skills, and proficiency with Microsoft 365 applications. Travel is required occasionally.

Qualifications

• 1–3 years of experience supporting professional or business development, coaching, or community liaison work.
• Strong interpersonal and communication skills with the ability to interact across all levels of the organization.
• Proficiency with Microsoft 365 applications (Outlook, Word, Excel, PowerPoint) and basic office tech.

Responsibilities

• Partner with VP of Advisor Development in Salt Lake City to support Silver Advisor marketing strategies, plans, benchmarks, and progress updates.
• Lead the Advisor Marketing Program with Salt Lake City Silver Advisors; create effective marketing plans to achieve business goals.
• Track Silver Advisor progress with activity metrics and firm goals; report findings to leadership.

Skills

Interpersonal skills

Communication

Leadership

Attention to detail

Tools

Microsoft 365

Outlook

Word

Excel

PowerPoint

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.
• Ability to supervise and solve problems.
• Self-starter and motivated.

Education, Training & Experience

• 1-3 years of experience supporting professional or business development, individualized coaching or mentorship, serving as a community or business liaison, or similar.

Computer Equipment and Software

Proficiency in the use of computer programs for:

• Microsoft 365
• Outlook
• Word
• Excel
• PowerPoint

Proficiency in the use of office equipment

• Computer
• Voice messaging systems
• Fax
• Typing of at least 50 wpm

Working Conditions

• Professional office environment.
• 40-hour work week with occasional events in the evenings.
• 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.
• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
• Potential for Annual Variable Compensation and Bonuses.