Financial Consultant

Company:  Renaissance Financial
Location: Omaha
Closing Date: 03/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

About Renaissance Financial

We at Renaissance Financial are passionate about helping our clients achieve financial freedom. We are looking for a Financial Consultant to join our team in providing comprehensive financial strategies to clients. As a Financial Consultant, you will have the opportunity to be in control of your career and help others achieve their financial goals.

Licenses & Registrations Required

  • Life & Health Insurance
  • FINRA SIE
  • FINRA Series 7
  • FINRA Series 66

*Required registrations and licenses to be completed upon offer acceptance

Primary Responsibilities

  • Build and maintain long-term relationships with clients
  • Implement targeted marketing strategies to engage prospective clients
  • Design and execute innovative financial strategies for clients
  • Utilize the expertise of specialists within the firm to run a productive practice

Essential Characteristics

  • Strong communication skills
  • Ability to assess client needs and financial situations effectively
  • Capacity to address complex financial issues with tailored solutions
  • Skills in implementing marketing strategies
  • Dedication to fostering long-term relationships
  • Flexibility to update strategies based on market conditions
  • Building and maintaining client trust
Apply Now
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