Advanced Client Strategies Counsel

About Renaissance Financial

Renaissance Financial is a comprehensive financial planning 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. 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.

The mission of this full-time position is to serve as the primary contact for tax and estate planning software tools. The Advanced Client Strategies Counsel will create and deliver training for advisors and staff, negotiate pricing with third-party vendors, and promote the use of the software while tracking sales opportunities. This position requires the management of the estate planning offerings, development of frameworks for pricing and processes, and collaboration with the Director to present plans to clients. This position will coordinate the training calendar, ensure compliance, and enhance the visibility of the Advanced Client Strategies Group within the organization.

Primary Responsibilities

We are looking for a collaborative thought leader to grow our Advanced Client Strategies team. In this role, you will partner with advisors and their clients on tax planning, estate planning, business planning, and charitable planning strategies. You will:

• Work directly with our advisors, clients and their tax and legal counsel to provide strategic guidance related to tax planning, estate planning, business planning and charitable planning.
• Contribute to the financial success of our advisors by driving and tracking sales results through case consultations.
• Develop and deliver educational content to staff and advisors on topics related to trust and estate administration, estate planning, tax planning and charitable planning.
• Work with internal partners like Investment Advisory and Compliance to help answer legal questions.
• Develop relationships with attorneys, CPAs, corporate trust companies, and other partners in the community and represent Renaissance Financial to grow our brand and impact.
• Monitor relevant tax, legal and regulatory changes and provide timely, actionable guidance for advisors.
• Work collaboratively with the Director to help identify new revenue-generating opportunities, ensure they fit within our risk appetite, and align with our sales strategy.
• Serve as the primary subject matter expert for individual income tax and business tax strategies.

Essential Characteristics

• Demonstrates a client-focused mindset when working with internal team members, ensuring exceptional service, responsiveness, and collaboration to support shared goals and drive organizational success.

• Deep knowledge of individual income taxes, business taxes, estate planning, and charitable planning strategies
• Strong partnership mindset with a proven aptitude for developing effective relationships with a wide variety of internal and external associates
• Demonstrated ability to communicate complex strategies and financial concepts in an easy-to understand manner for advisors and clients and to large audiences
• Ability to identify and close on sales opportunities
• Excellent planning and organization skills including the ability to appropriately prioritize time-sensitive tasks
• Self-motivated and driven to achieve at a high level
• Highly effective communicator both verbally and in writing
• Able to work both independently and collaboratively
• Strong attention to detail with the ability to perform quickly and accurately under pressure
• Creative and flexible mindset and a willingness to change priorities when necessary
• Curious and focused on continually developing knowledge base
• Coachable, self-aware and interested in growing

Education, Training & Experience

• Bachelor’s Degree
• Must hold either a J.D. or CPA designation
• Minimum 5 years’ previous experience in estate planning and tax planning that directly aligns with the specific responsibilities of this position

Computer Equipment and Software

• Microsoft Excel
• Microsoft Outlook
• Typing of at least 40 wpm
• Salesforce
• Emoney
• Estate planning drafting and modeling software

Working Conditions

• Business professional office environment
• Standard 40-hour work week
• Ability to travel 10-20% of the time
• We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know

Benefits and Incentives

• Employer Paid Medical Insurance

• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).

• Potential for Annual Variable Compensation and Bonuses
• Employer Licensing Coverage and Growth Opportunities