What are the responsibilities and job description for the Career Financial Professional position at Renaissance Financial?
About Us
Renaissance Financial is a comprehensive financial strategies firm with locations in various regions. Our mission is to help clients achieve financial freedom through creative business and personal planning.
We value diversity and are committed to creating an inclusive environment for all employees.
Licenses & Registrations Required
- Life & Health Insurance
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
*Required registrations and licenses to be completed upon offer acceptance.
This role offers a unique opportunity to be in control of your career and life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work-life balance, and offer thorough training and development programs that support quick progression and growth.
Primary Responsibilities
- Identify and cultivate a client base by building rapport and fostering long-term sustainable relationships.
- Implement target marketing strategies to engage ideal prospective clients and capitalize on referrals.
- Design and execute innovative and customized financial strategies for clients 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.