What are the responsibilities and job description for the Career Financial Strategist position at Renaissance Financial?
About Renaissance Financial
Renaissance Financial is a comprehensive financial strategies firm dedicated to helping clients achieve financial freedom. Our team approach and entrepreneurial atmosphere set us apart from other firms in the industry, giving you an advantage as you build your practice.
We celebrate diversity and are committed to creating an inclusive environment for all. Our mission is to use creative business and personal planning to help our clients achieve their financial goals.
Licenses & Registrations Required
- Life & Health Insurance
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
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.
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 and 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.