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Renaissance Financial · 3 days ago

Financial Advisor

Omaha, NE

Full-time

Onsite

New Grad, Entry Level

Renaissance Financial is a comprehensive financial strategies firm dedicated to helping clients achieve financial freedom through creative planning. The Financial Advisor role involves building client relationships, implementing marketing strategies, and designing customized financial solutions to meet client needs.

Financial Services

Growth Opportunities

Hiring Manager

Joselyn Vacek

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

Qualification

Life & Health InsuranceFINRA SIEFINRA Series 7FINRA Series 66Client relationship managementMarketing strategiesVerbal communicationWritten communicationProblem-solvingAdaptability

Required

Life & Health Insurance

FINRA SIE

FINRA Series 7

FINRA Series 66

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

Benefits

Renaissance Financial contributes toward your medical premiums

Company

Renaissance Financial

Glassdoor4.4

Renaissance Financial is a financial services firm that provides customized solutions to assist individuals and businesses in reaching their financial goals.

Founded in 1994