What are the responsibilities and job description for the Financial Services Advisor position at Renaissance Financial?
Our Mission
Renaissance Financial is dedicated to using creative business and personal planning to help clients achieve financial freedom.
We strive to create an inclusive environment for all employees and value diversity.
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 pursue a career in financial services while helping others achieve their financial goals.
Essential Responsibilities
- Cultivate and maintain a client base.
- Develop and implement marketing strategies.
- Design customized financial plans.
- Manage resources to achieve business objectives.