Senior Financial Associate

3 weeks ago

Phoenix, United States Royal Bank of Canada Full time
Job Summary

Job Description

*If selected for this opportunity, you will be awarded a one-time signing bonus that will be payable on your first payroll date. Specific details will be disclosed in an offer of employment.

What is the opportunity?

We are hiring a Senior Financial Associate (SFA) to join a Forbes Best-in-State Wealth Advisory practice (2019 - 2024) As an SFA, you will have the opportunity to work with clients doing reviews, financial planning and making recommendations in an advisory role. You will be actively involved in growing and cultivating the business. You will have the autonomy to work with clients on behalf of the Financial Advisor (FA) team, while collaborating with a top team at RBC. This role has the opportunity for development and growth within the team. We are looking for an experienced, fully registered (7, 66 or 63/65) candidate, with a strong preference for having your CFP®.

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?
  • Regularly gather new client accounts and build assets under management for FA Team.
  • Conduct in-depth analyses of client portfolios. Research recommendations, select suitable investments based on client's investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute approved transactions.
  • 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 client contact.
  • Promote business growth programs and services, develop detailed marketing plans for client acquisition and identify opportunities to improve sales effectiveness for FA Team.
What do you need to succeed?

Must-have
  • 5+ years industry experience
  • Series 7, Series 66 (or 63/65) and State licenses consistent with those of the FA(s) this person supports
  • Excellent understanding of the stock market, investments and retirement plans
  • Working knowledge of fixed income products, equities, mutual funds, insurance and annuities
  • In-depth knowledge of regulatory policies and procedures and ability to analyze client portfolios
  • Advanced computer skills (including Microsoft Office)
Nice-to-have
  • 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
  • Bachelor's Degree
  • CFP designation preferred
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


#LI-SM3

Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

2398 EAST CAMELBACK ROAD:PHOENIX

City:

Phoenix

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-02-09

Application Deadline:

2024-05-07

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 jobs.rbc.com.

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