Advisor Growth and Resource Director

Job Description

Job Description

About Renaissance Financial

Renaissance Financial is a comprehensive financial services 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 opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We are looking for a motivated, relationship-driven professional to join our team and play a key role in developing and supporting our growing group of Silver Advisors.

About the Role:

• The Advisor Growth & Resources role is focused on helping new and developing advisors build the skills, relationships, habits, and business development strategies necessary for long-term success.
• This position serves as a coach, resource, connector, and accountability partner for developing advisors—working closely with them to develop individualized marketing and business development strategies, identify opportunities for growth, and connect them with the people and resources they need to move their businesses forward.
• The role also serves as an ambassador for Renaissance Financial within the local community and contributes to advisor recruiting, training, engagement, and office-wide initiatives.

What You’ll Do:

Advisor Developing & Coaching:

• Lead the Advisor Marketing Program for developing advisors, providing individualized coaching, strategy, accountability, and support.
• Meet regularly with advisors to understand their goals, evaluate progress, identify opportunities, and create actionable business development strategies.
• Help advisors develop marketing and business plans that align with both their individual goals and Renaissance Financial's broader objectives.
• Track advisor activity, progress, and key business development goals while helping advisors stay accountable to their plans.
• Identify development needs and create opportunities for targeted training, education, and professional growth.
• Build strong relationships with leadership and senior advisors to create a connected and supportive environment for developing advisors.

Business Development & Marketing:

• Help advisors identify and pursue opportunities within their target markets and professional networks.
• Connect advisors with potential clients, business professionals, community organizations, and special-interest groups.
• Help advisors strengthen their professional presence and develop relationships that can contribute to long-term business growth.
• Serve as a resource for advisors as they develop networking, marketing, and relationship-building strategies.

Community Engagement & Brand Representation:

• Represent Renaissance Financial within the local community by building and maintaining meaningful professional relationships.
• Identify opportunities that increase RFC's visibility and create valuable networking opportunities for advisors.
• Participate in community, professional, and firm events that support relationship development and business growth.
• Serve as an RFC ambassador and help strengthen the firm's presence within the local market.

Recruiting & Advisor Experience:

• Support advisor recruiting efforts, including participating in interviews and collaborating with the Director of Recruiting and Vice President of Advisor Development throughout the hiring process.
• Build relationships with prospective advisors prior to their start date through regular communication and check-ins.
• Help create a positive, connected experience for new advisors as they transition into Renaissance Financial.

Training & Cross-Office Collaboration:

• Coordinate office visits and product-focused training opportunities with wholesalers and other external partners.
• Develop and maintain a robust training calendar based on the needs of developing advisors.
• Coordinate targeted training sessions with RFC leaders and subject-matter experts.
• Collaborate with Advisor Growth & Resources leaders across RFC offices to share ideas, best practices, and resources that strengthen the Advisor Marketing Program.

What We’re Looking For:

We’re looking for someone who is highly relational, organized, proactive, and energized by helping others succeed.

• The ideal candidate will:
  • Build genuine relationships easily and communicate effectively with people at all levels of an organization.
  • Demonstrate strong interpersonal skills, professionalism, discretion, and sound judgement.
  • Be comfortable coaching, encouraging, and holding others accountable.
  • Think strategically while also being willing to roll up their sleeves and execute.
  • Manage multiple priorities in a fast-paced environment while maintaining strong attention to detail.
  • Be a self-starter who takes initiative and looks for ways to improve processes and create new opportunities.
  • Enjoy connecting people, identifying opportunities, and serving as a resource to others.
  • Demonstrate strong problem-solving and organizational skills.
  • Be comfortable representing RFC in professional and community settings.

• Preferred Qualifications:
  • Bachelor’s degree required.
  • 1-3 years of experience in professional or business development, coaching or mentorship, community relations, marketing, recruiting, or a related field.
  • Experience building professional relationships and working with individuals at varying levels of an organization is preferred.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft 365, including Outlook, Word, Excel, and PowerPoint.
  • Ability to attend occasional evening events and travel as needed.

What We Offer:

At Renaissance Financial, we believe our people are our greatest investment. We offer a collaborative, entrepreneurial environment where team members are encouraged to grow professionally while making a meaningful impact on our organization and community.

• Team events and opportunities for professional development.
• A collaborative, relationship-driven culture.
• Opportunities to travel and participate in company, incentive and team experiences.

Working Conditions:

• This position is in-office, in a business professional environment.
• Standard 40-hour work week.

We are committed to providing an accessible work environment. If you need accommodations, please let us know.  

Benefits and Incentives:

• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually). 
• Employer Paid Medical Insurance.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.