Job Shadow in Financial Advising (Phoenix, AZ)
Mission: Using creative business and personal planning, we help our clients achieve financial freedom... One relationship at a time.
The Renaissance Financial Experience
On the first day that Renaissance opened its doors you would have seen many of the same faces you see in our office today. And it is from that deep-rooted environment of commitment and family that we cultivate a personal approach built on developing solid, trusting and long-lasting relationships. We listen to what’s important to you, understanding your goals and dreams. You’ll get quality financial expertise, not pushy salespeople. As a client, you will feel the difference from your first interaction with our team.
We Love What We Do (And Frankly We Do it Well)
What we do is not just a job – It is a passion. Renaissance has assembled experts in all areas of the financial services field, creating a unique culture of entrepreneurial financial advisors who believe that many minds working together are greater than one. You no longer need to visit one firm for life insurance, another for investments, and a separate place to help you prepare for retirement. At Renaissance Financial, you can walk confidently out of our door with a complete financial strategy in place.
The Right Direction
From our humble beginnings, Renaissance has experienced rapid growth, developing a solid presence in the Midwest and Southwest regions in St. Louis, Omaha, Kansas City and Phoenix. We have joined with substantial and well-established financial institutions, enabling us to offer you the sophisticated and robust resources of our partners while embracing the enterprising spirit of a boutique financial firm. As we continue to move forward, navigating a new path, we invite you to grow along with us and let us help guide you on the journey to your financial destination. Reach out and connect with us today.
The Host for this opportunity is Amanda Wells, a Financial Advisor who loves the culture of happiness and joint work in the field.
For 3-5 hours, students will get the opportunity to observe a series of training modules with Renaissance Department Heads (401K, Retirement, Group Benefits, Directors of Advisor Development, Investment Advisory, Insurance Experts- Life Insurance, Disability Insurance, Long Term Care, etc.). This also includes:
- Case study analysis, preparation, and presentation
- Shadow investment and insurance reports
- Marketing Strategies
- Portfolio Tracking
Students who would benefit from this are undergrad students that have sincere interest in the Financial Advising Career.
This opportunity will be available between March 4-7th.
This is part of the UA Job Shadow Program (JSP). The JSP is a one-of-a-kind opportunity to gain first-hand exposure to a career field and be mentored by actual professionals. Unless otherwise noted, the experience is one day long and will take place sometime during Spring Break, March 4 - 8th. This is not an employment opportunity and future employment with the organization is not associated with this program. You may apply to no more than 5 JSP opportunities, and if accepted, you must attend a JSP orientation before receiving the contact information for your host. For more information, please visit http://career.arizona.edu/job-shadow-program