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Financial Advisor

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Renaissance Financial
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our mission is to help clients achieve financial freedom using creative planning and a supportive team approach.

We celebrate diversity and are committed to creating an inclusive environment for all.

Licenses & Registrations Required
  • Life & Health Insurance
  • FINRA SIE
  • FINRA Series 7
  • FINRA Series 66

* Required registrations and licenses to be completed upon offer acceptance

Becoming a financial advisor with Renaissance Financial gives you control over your career while helping clients achieve their goals. We offer a flexible schedule, a healthy work/life balance, comprehensive training, and a supportive team environment.

We are committed to an accessible work environment. If you need accommodations during the application or employment process, please let us know.

Primary 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
  • 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
  • Renaissance Financial contributes toward your medical premiums
Seniority level

Entry level

Employment type

Full-time

Job function

Finance

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