Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Renaissance Financial

Financial Advisor

Job Category: Advisor Development

Full-Time

St Louis, MO 63110, USA +4 more locations

Description

About Renaissance Financial

What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix and Salt Lake City. Our mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom.

We support equal opportunity. 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 is an opportunity to be in control of your career and your life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough training and development program that supports quick progression and growth. Advisors engage in professional development and training led by and inspired by senior partners within the firm. Our comprehensive team approach sets you on a unique track towards a rewarding and lucrative career.

We are committed to providing 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

Essential Characteristics

  • 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

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Sandy, UT vacancy
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 11422 South District Drive - South Jordan, Utah 84095 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    South Jordan, UT
    1 day ago
  •  ...Dentist Advisors Relocation not required Connect. Educate. Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market... 
    Suggested
    Live in
    Relocation

    Dentist Advisors

    Salt Lake City, UT
    4 days ago
  • $19.23 - $28.37 per hour

     ...South Jordan, Utah 84095 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank...  ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    Key Bank

    South Jordan, UT
    4 days ago
  • $50k - $200k

     ...Job Description Job Description Join us at Cambridge Financial Network as a Financial Advisor, where you'll play a pivotal role in helping individuals plan for their financial futures. As part of our mission to do good, you'll work with families to provide financial... 
    Suggested

    Cambridge Financial Network

    South Jordan, UT
    29 days ago
  •  ...making a real difference in people's lives by helping them secure their financial future? Farm Bureau Financial Services in Sandy, Utah, is looking for a dedicated and enthusiastic Financial Advisor to join our growing team. We believe that everyone deserves access to... 
    Suggested
    Work at office
    Flexible hours

    Farm Bureau Financial Services

    Sandy, UT
    22 days ago
  • $41.71k - $65k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    Sandy, UT
    1 day ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Utah Market Salt Lake City, Utah;Provo, Utah To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Salt Lake City, UT
    16 hours ago
  • $22 - $28 per hour

     ...About the Role: Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients. Maintains direct contact with... 
    Weekend work

    Columbia Bank (WA, OR & ID)

    South Jordan, UT
    6 days ago
  • $41.06k - $59.76k

     ...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities... 
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    Midvale, UT
    5 hours ago
  • $50k - $150k

     ...Description Are you ready to embark on a fulfilling career in financial services where your growth and dedication are genuinely recognized...  ...and Health Insurance License. Experience as a financial advisor or wealth management professional. Proven track record of cultivating... 
    Temporary work
    Flexible hours

    Cambridge Financial Network

    South Jordan, UT
    10 days ago
  • $22 - $28 per hour

     ...Responsibilities Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients. Maintains direct contact with external... 
    Weekend work

    Columbia Bank (WA, OR & ID)

    South Jordan, UT
    1 day ago
  •  ...key member of our Salt Lake City-based fund accounting team, you'll support daily and monthly fund operations, maintain accurate financial records, and work directly with internal stakeholders across Tax, Treasury, and Investor Relations. This role includes preparing financial... 
    Temporary work
    Internship
    Work at office
    Immediate start

    Bridge Property Management

    Sandy, UT
    4 days ago
  • $18 - $20 per hour

     ...Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.Supports referral goals for branch by focusing and identifying and... 
    Night shift

    Columbia Banking System

    South Jordan, UT
    16 hours ago
  •  ...Training/Education/Certification: High school graduate or equivalent. Experience Required: None Previous retail sales or other similar financial institution work experience preferred. Skills/Abilities: Excellent communication skills and willingness to assist others. Ability... 
    Traineeship
    Work experience placement
    Flexible hours

    America First Credit Union

    South Jordan, UT
    4 days ago
  • $72.8k - $130k

     ...Financial Consultant This position follows a hybrid schedule with (4) days per week in-office days per week. Our office is located at 12921 S Vista Station Blvd, Draper, UT 84020. Optum is a global organization that delivers care, aided by technology to help millions... 
    Minimum wage
    Full time
    Work experience placement
    Live in
    Work at office
    Local area
    Remote work
    Monday to Friday
    Shift work

    divvyDOSE

    Draper, UT
    1 day ago
  •  ...Financial representative Contract type: Full-time Location: Salt Lake City Industry: Financial Services Date published: 05-23-2026 About the role Our financial representatives at Modern... 
    Full time
    Contract work
    Local area

    Modern Woodmen

    Salt Lake City, UT
    1 day ago
  •  ...strategic support that we provide includes: Capital calls Audit/tax support Pre/post close services Quarterly and annual financials Limited Partner communications Bring transparency to founders, VCs, and LPs and help our clients make more accurate... 
    Work at office

    Carta

    Sandy, UT
    4 days ago
  • $20 - $25 per hour

     ...Overview The Financial Counselor supports the financial and administrative operations of the organization, reporting directly to the Director of the Business Office. This role is responsible for managing medical billing processes, providing patient financial services,... 
    Hourly pay
    Full time
    Work at office
    Local area

    Harbor Oaks

    Alta, UT
    1 day ago
  •  ...A financial services firm is searching for qualified candidates for a part-time, remote role. You will work approximately 20 hours per week, engaging virtually with clients to provide personalized financial strategies. Key responsibilities include calling clients, scheduling... 
    Weekly pay
    Part time
    Remote work

    AO Garcia Agency

    South Jordan, UT
    4 days ago
  • Zions Bank in Midvale, UT is seeking a Loan Application Processor to ensure loan applications are accurate and prepare packages for underwriting. The ideal candidate should have a high school diploma and some banking experience, with strong attention to detail and customer...

    Zions Bank

    Midvale, UT
    4 days ago
  • Essential Job Functions: # Greet and assist customers in a friendly and professional manner. # Process deposits, withdrawals, transfers, loan payments, cash checks, and other transactions accurately. # Balance cash drawer daily and maintain accurate...

    CCBank

    Sandy, UT
    4 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    West Valley, UT
    20 hours ago
  •  ...About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us... 
    Work at office

    Dentist Advisors

    Holladay, UT
    1 day ago
  • $18.75 - $25 per hour

     ...Jordan, Utah 84095 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...  .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper... 
    Hourly pay
    Work experience placement
    Shift work
    Day shift

    KeyCorp

    South Jordan, UT
    1 day ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    South Jordan, UT
    more than 2 months ago
  • $18.75 per hour

     ...Description The person in this position of Financial Service Representative (FSR) will function in various roles depending on the need of the branch, like the duties of a Teller, Banker, and Loan Officer. This person will help members by processing transactions, identifying... 
    Hourly pay
    Summer work
    Work at office
    Monday to Friday

    Canyon View Credit Union

    Cottonwood Heights, UT
    2 days ago
  • Relationship Banker I The Relationship Banker I position serves as a teller and customer service advocate for banking customers. This role focuses strongly on building banking knowledge and supporting the company's strong reputation for excellence and reliability through...
    Weekend work

    Banterra Bank

    Salt Lake City, UT
    16 hours ago
  •  ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Taylorsville, UT
    16 hours ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Sandy, UT
    a month ago
  • $43.89k - $102.08k

     ...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area

    CVS Health

    Salt Lake City, UT
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!