What are the responsibilities and job description for the Investment Planning Specialist position at Renaissance Financial?
Company Overview
Renaissance Financial is a comprehensive financial strategies firm dedicated to helping clients achieve financial freedom.
We celebrate 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 build a rewarding and lucrative career in financial services.
Key Responsibilities
- Foster long-term relationships with clients.
- Develop and implement effective marketing strategies.
- Design customized financial plans for clients.
- Manage resources to achieve business objectives.