Senior Financial Associate
1 month ago
Job Summary
Job Description
What is the opportunity?
As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in cultivating the team's client relationships. You will have the ability to function independently on behalf of the FA Team with minimal direction.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Gradually take on the role as the main financial contact and relationship manager for 150 families.
- Conduct annual reviews with clients (and their adult children) going over their portfolios, performance, economic updates, and life events that may affect their long range wealth plan. The team has established investment models based on client's investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute rebalances as part of clients' annual reviews. Edit their wealth plan as necessary and update our CRM with detailed client notes.
- Collect and analyze client's financial information to educate new and existing clients; this may include introducing additional products and services.
- Monitor and evaluate clients' investment needs and progress by reviewing transactions, monthly statements, market research and ongoing client communications.
- Identify opportunities to improve effectiveness for FA Team.
What do you need to succeed?
Must-have
- 7+ years industry experience
- Series 7, Series 66 (or 63/65) and State licenses consistent with those of the FA(s) this person supports
- CFP designation
- Bachelor's Degree
- Excellent understanding of the stock market, long term investing, headline news, general financial planning and retirement planning
- Excellent interpersonal, verbal and written communication skills and able to independently manage multiple demands and competing priorities
- Detail orientated, strong analytical and organizational skills and able to work effectively in a fast-paced, deadline-oriented environment
- Obsessed with client service and going above and beyond for clients.
- Working knowledge of fixed income, equities, mutual funds, and indexes.
- Advanced computer skills
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 and flexible benefits, competitive compensation, and stock where applicable
- 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
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
Address:
5 BRISTOL DRIVE:EASTONCity:
EastonCountry:
United States of AmericaWork hours/week:
40Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at
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