Wealth Strategist

Wealth StrategistAs a Wealth Strategist, your role will be focused on integrating and driving the adoption of financial planning as part of the core client experience, as well as wealth transfer and business planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents and resources in gathering and maintaining assets of high net worth clients. Additionally, you will work closely with field leadership, service and support areas within Private Client Group (PCG) to ensure a collaborative support effort and exceptional client experience. Serve as a resource for Financial Advisors with issues affecting 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.What will you do?Generate or coordinate creation of proposals focusing on client's wealth transfer goals and objectives, including estate, charitable and business succession planning solutions, helps recruit advisors and close business.Develop and promote sales ideas and effective business practices, works with advisors to identify opportunities and capture money in motionEducates and coaches advisors and field leadership on fundamentals and importance of building a wealth planning practice and assist with more complicated planning casesConducts "point of sale" presentations with advisors to help drive holistic wealth planning and solutions, coordinates other support as neededAssists, trains and motivates FAs on key financial planning concepts and product solutions to gather assets of high net worth clientsProactively identifies short and long-term business-building activities for individual FAs and teams.Serve as a Subject Matter Expert of the planning process and concepts, including effective client discovery, retirement income planning, social security, medical costs, insurance concepts, liquidity needs, plan presentation and plan monitoring.Contributes content and presents on various topics integral to training and development deliverables for the wealth planning team, the client strategies team and across the firm.What do you need to succeed?Must-haveBachelor's degree in business or related field, advance degree preferred10+ years Financial Services industry experience with in-depth expertise in estate or planning productsSecurities industry licenses 7 and 66 (or 7, 63 and 65)Strong analytical skills with excellent oral and written communication skills including advanced presentation skillsExperience with design and implementation of training programsNice-to-haveJD and/or CPAMBACFP, CPWA, CLU and/or ChFC designationInsurance Advanced Marketing experienceWhat's in it for you?A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across businessThe good-faith expected salary range for the above position is $85,000 - $150,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBC's high performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.