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Senior Associate Wealth Strategist

2 months ago

Minneapolis, United States RBC Capital Markets, LLC Full time

Job Summary

Job Description

What is the opportunity?

The Senior Associate Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with fellow Wealth Strategists and the Financial Advisors (FAs) to leverage their time, talents, and resources in gathering and maintaining assets of high-net-worth clients. Through the RBC planning process, provide expert product knowledge and consultation in addition to serving as internal partner for sales for segment specific specialty products and services.

What will you do?

  • Work closely with field leadership, service and support areas within Private Client Group to ensure a collaborative support effort and exceptional client experience. Serve as a resource for Financial Advisors with issues affecting high and ultra-high net worth clients, such as: complex financial, estate, gift and charitable planning, personal trust planning, business succession planning, multi-generational planning and strategies for dealing with concentrated equity positions and employee stock options.
  • Consulting services which could range from conference calls or WebEx/personal meetings with Wealth Strategists and Financial Advisors, individual clients and their families, and the client's outside legal and tax advisors. Also, serve as a subject matter expert developing educational content and conducting client seminars and training sessions for Financial Advisors, other RBC Wealth Management employees, media, and outside centers of influence, such as attorneys and Certified Public Accountants.

What do you need to succeed?

Must-have

  • Bachelor's degree in business or related field, advance degree preferred.
  • Strong analytical skills
  • Excellent oral and written communication skills including advanced presentation skills.
  • Strong customer service focus.
  • 3+ years of in-depth expertise in estate or planning products.

Nice-to-have

  • 5+ years Financial Services industry experience.
  • Securities industry licenses 7 and 66 (or 7, 63 and 65)
  • Experience with design and implementation of training programs
  • In-depth knowledge of the financial services industry and branch office/financial advisor responsibilities
  • Knowledge of vendors and their products/programs
  • JD and/or CPA, MBA, CFP, CPWA, CLU and/or ChFC designation
  • Insurance Advanced Marketing experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-28

Application Deadline:

2024-08-02

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.