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Wealth Management Consultant

2 months ago

San Francisco, United States RBC Capital Markets, LLC Full time

Job Summary Job Description What is the opportunity? The Wealth Management Consultant (WMC) provides the primary external sales and business development support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service and support areas within RBC's Private Client Group to ensure a coordinated support effort. They serve as the team lead for the Client Strategies Team which includes a variety of in-field and home office based specialists that are divided by area of expertise, and regional coverage. What will you do? Coaching: Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform. Assist product management teams in developing, planning and presenting curriculums for Financial Advisor training sessions. Marketing: Develop a strong understanding of RBC's Investment Advisor Group policies and pricing structures to assist Financial Advisors in conducting business appropriately and making profitable pricing decisions. Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance/annuity business. Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000. Recruiting: Assist Complex Directors and Branch Directors in Financial Advisor recruiting and on-boarding efforts. Strategy: Lead and quarterback the Client Strategies Team to support the needs of the complex(es) and to drive strategic initiatives. Partner with Complex Director to aid in creating a thriving Financial Advisor culture within the complex. Partner with Branch Directors to drive strategic initiatives within branches. What do you need to succeed? Must-have 7+ years of industry experience. Series 7 and 66 (or 63/65) securities licenses. Excellent understanding of the financial services industry and branch office/financial advising responsibilities. Minimum of a four-year college degree. MBA preferred. Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM). Proficiency with Microsoft Excel, Word, PowerPoint and Outlook. 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, commissions, 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. 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: Communication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Group Problem Solving, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Results-Oriented, Trusts and Estate Planning. Additional Job Details: Address: 345 CALIFORNIA STREET: SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2024-06-21 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. #J-18808-Ljbffr