Financial Advisor

Renaissance Financial; Sandy (UT); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Flexible Schedule

Professional Development

Work/Life Balance

Supportive Team Environment

Job summary

An established industry player is seeking entry-level financial advisors who are passionate about helping others achieve financial freedom. This role offers a unique opportunity to build your own practice while receiving thorough training and support from experienced professionals. With a focus on relationship-building and personalized financial strategies, you will engage with clients to understand their needs and provide tailored solutions. Enjoy a flexible schedule and a healthy work/life balance in a collaborative environment that celebrates diversity and inclusion. If you're ready to take control of your career and make a difference in people's lives, this opportunity is for you.

Qualifications

• Required licenses include Life & Health Insurance, FINRA SIE, Series 7, and Series 66.
• Strong communication skills and ability to assess client needs are essential.

Responsibilities

• Identify and cultivate a client base by building rapport and relationships.
• Design and execute customized financial strategies to meet client goals.
• Manage resources and utilize specialists to run a productive practice.

Skills

Verbal Communication

Written Communication

Client Relationship Management

Marketing Strategies

Financial Analysis

Problem Solving

Job description

What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies 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. We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom.

We support equal opportunity. 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 is an opportunity to be in control of your career and your life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough training and development program that supports quick progression and growth. Advisors engage in professional development and training led by and inspired by senior partners within the firm. Our comprehensive team approach sets you on a unique track towards a rewarding and lucrative career.

We are committed to providing 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

Seniority level

Entry level

Employment type

Full-time

Job function

Finance