Financial Advisor

Renaissance Financial; Omaha (NE); On-site; USD 70,000 - 110,000; Full time

Job summary

Renaissance Financial in Omaha is seeking an experienced financial professional to deliver personalized investment solutions and help clients work toward long-term goals. You will create financial plans, cross-check information for accuracy, and support investment professionals to cultivate strong client relationships.

The ideal candidate holds a finance degree and has several years in the investment industry, with a solid understanding of financial planning processes and client service

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' of industry experience.
• Strong understanding of the investment business.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Financial planning

Investment knowledge

Client relationships

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business