Our Mission

Using creative business and personal planning, we help our clients achieve financial freedom…one relationship at a time.

The Career Opportunity

An amazing opportunity to gain financial planning experience awaits you at Renaissance Financial.  As a Financial Advisor, you have the opportunity to help your clients accomplish their financial objectives by assessing and managing their financial situation by providing creative solutions that focus on your client’s objectives.  Helping people achieve their dreams is our business and yours.

A career with Renaissance Financial offers you a flexible schedule and an opportunity to earn what you are worth.  Finding the right fit between what you want out of a career and what a career provides is a unique combination.  Being a Financial Advisor is as challenging as it is rewarding and could be the career that fits you just right.

Our unique approach to Financial Advising helps to ensure your success in this amazing career.  Our team approach gives you an advantage as you build your practice, and provides your clients with supportive specialists that work to help them achieve financial freedom.  Our three year training program provides you with a goal-based allowance plus commissions and fees to help ease you into the business while also providing a mentor, a supportive team, weekly and monthly meetings, and a focus on real-life training.  Teamwork and training only begin to scratch the surface of the culture of caring at Renaissance Financial.

What will you do as a Financial Advisor?

•         Develop and implement strategies to successfully access identified market opportunities.

•         Build and foster long term relationships with a sustainable client base

•         Assess the financial needs of clients

•         Create and implement creative financial planning recommendations

•         Conduct regular review meetings with clients

•         Maintain a current working knowledge of relevant planning techniques, tax regulations, risk management products and investment vehicles, etc. 

How will you spend your time in this position?

•         35% Marketing and Prospecting

•         35% Client Meetings

•         20% Needs Analysis and Development of Client Recommendations

•         10% Administrative

What skills and knowledge will you need for this career?

•         Ability to work both independently and within a team

•         Effective time management and organization skills

•         Leadership skills and the ability to motivate clients

•         Effective communication and presentation skills

•         Strong interpersonal skills to establish and maintain long-term client relationships

•         Analytical skills to evaluate client needs and make appropriate recommendations