Senior Financial Associate
4 weeks ago
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 after your start date. Specific details will be disclosed in an offer of employment.
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 growing and cultivating the FA Team's business. 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?
- 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.
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)
- 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
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
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
400 ROBERT STREET NORTH:SAINT PAUL
City:
Saint Paul
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-01-09
Application Deadline:
2024-05-31
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
-
Senior Financial Analyst
2 weeks ago
St Paul, United States Creative Financial Staffing Full timeSENIOR FINANCIAL ANALYST Apply Now!!! Why take a Senior Financial Analyst position with this company? Various opportunity for growth with expanding finance department Competitive compensation and attractive work-life balance schedule Company is a global leader in their industry What the Senior Financial Analyst will do… Provide financial analysis and...
-
Senior Financial Associate
6 days ago
St Paul, United States RBC Full timeJob 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 after your start date. Specific details will be disclosed in an offer of employment. What is the opportunity? As a Senior Financial Associate, you will be a key member of a large producing team and will be...
-
Senior Financial Analyst
4 days ago
St. Paul, United States ECOLAB Full timeAn innovative and trusted partner at millions of customer locations, Ecolab Inc. is a global sustainability leader offering water, hygiene and infection prevention solutions and services that protect people and the resources vital to life. Ecolab's finance team is looking for a Senior Financial Analyst that will provide direct support to our Global Food and...
-
Senior Financial Analyst
4 weeks ago
St Petersburg, United States Creative Financial Staffing Full timeREMOTE TO FL RESIDENTS ONLY! About The Senior Financial Analyst Opportunity And Organization Our client is a leading name in the SaaS space seeking a Senior Financial Analyst who will have a direct influence on the financial health, growth, and strategic decision-making while reporting directly to the Director of FP&A. This is a newly created position that...
-
Senior Financial Analyst
6 days ago
St Paul, United States Ecolab Full timeAn innovative and trusted partner at millions of customer locations, Ecolab Inc. is a global sustainability leader offering water, hygiene and infection prevention solutions and services that protect people and the resources vital to life. Ecolab's finance team is looking for a Senior Financial Analyst that will provide direct support to our Global Food and...
-
Senior Financial Analyst
4 weeks ago
St Paul, United States LHH Full timeThe Senior Financial Analyst role will work closely with executive management of a 1B private equity owned business location in the Twin Cities Metro. This person will develop financial models to help support company growth and access profitability. This company is fast-paced with a growth focus. Responsibilities Create complex financial models to access...
-
Senior Financial Analyst
1 week ago
St. Paul, United States Abbott Laboratories Full timeAbbott Vascular provides innovative, minimally invasive and cost-effective products for treatment of vascular disease. Our extensive portfolio includes drug-eluting stents, bare metal stents, guide wires, balloon dilatation catheters, imaging catheters and software, vessel closure devices and peripheral stents.Our New Brighton, Minnesota location is...
-
Senior Financial Analyst
7 days ago
St Paul, United States Ecolab Full timeSenior Financial Analyst An innovative and trusted partner at millions of customer locations, Ecolab Inc. is a global sustainability leader offering water, hygiene and infection prevention solutions and services that protect people and the resources vital to life. Ecolab's finance team is looking for a Senior Financial Analyst that will provide direct...
-
Senior Financial Analyst
2 weeks ago
St Paul, United States LHH Full timeThe Senior Financial Analyst role will work closely with executive management of a 1B private equity owned business location in the Twin Cities Metro. This person will develop financial models to help support company growth and access profitability. This company is fast-paced with a growth focus. ResponsibilitiesCreate complex financial models to access...
-
Senior Financial Analyst
1 month ago
St Paul, United States LHH Full timeThe Senior Financial Analyst role will work closely with executive management of a 1B private equity owned business location in the Twin Cities Metro. This person will develop financial models to help support company growth and access profitability. This company is fast-paced with a growth focus. ResponsibilitiesCreate complex financial models to access...
-
Senior Accountant
3 days ago
St Paul, United States Creative Financial Staffing Full timeSenior Accountant Wanted: Join Our Thriving Team and Make Your Mark Do you have a passion for numbers and a desire to take your accounting career to the next level? Our client's company is seeking a highly motivated and experienced Senior Accountant to join their thriving team of financial professionals. As a Senior Accountant, you will play a pivotal role...
-
Financial Planning Associate
4 days ago
St. Louis, United States Stifel Financial Full timeDescription Summary The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform). Essential Duties & Responsibilities:...
-
Financial Planning Associate
4 days ago
St Louis, Missouri, United States Stifel Financial Full timeSummaryThe Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform).Essential Duties & Responsibilities: Communicates with...
-
Principal or Senior Financial Analyst
6 days ago
St Paul, United States Nutanix Full timeNutanix Principal or Senior Financial Analyst Saint Paul , Minnesota Apply Now Principal or Senior Financial Analyst – GTM Finance Hungry, Humble, Honest, with Heart! About Nutanix Nutanix is disrupting the multi-billion-dollar enterprise data center market by pioneering an enterprise cloud platform that leverages web-scale engineering and consumer-grade...
-
Senior Financial Analyst
6 days ago
St Paul, United States Accanto Health Full timeOur vision is a world of peaceful relationships with food, weight, and body image, where everyone with an eating disorder can experience recovery. We believe that exceptional, individualized care leads to lasting recovery from eating disorders. That's why our teams are comprised of compassionate, dedicated professionals from a variety of backgrounds who...
-
Senior Financial Analyst
1 month ago
St Paul, United States Schwan's Full timeJob Description Senior Financial Analyst Minneapolis-St. Paul-Bloomington, Minnesota; Marshall, Minnesota Description (Overview) Who we are! Schwan’s Company, a U.S. affiliate of the global lifestyle company, CJ CheilJedang Corporation, is a leading U.S. manufacturer and marketer of quality foods offered through retail-grocery and food-service channels....
-
Senior Financial Management Analyst
6 days ago
St Paul, United States Hennepin County Full timeDescription The Financial Analysis & Accounting division of Human Services Public Health (HSPH) is seeking a Senior Financial Management Analyst to provide analysis of the significant revenue streams in Human Services, identify funding alternatives for contracted services, and track legislative changes for revenue opportunities. This position resides in the...
-
Senior Financial Analyst
2 weeks ago
St Paul, United States Penn Foster Inc Full timeSchwan’s Company, a U.S. affiliate of the global lifestyle company, CJ CheilJedang Corporation, is a leading U.S. manufacturer and marketer of quality foods offered through retail-grocery and food-service channels. Our many popular brands include Red Baron, Tony’s, Big Daddy’s, Villa Prima and Freschetta pizza; Mrs. Smith’s and Edwards desserts; and...
-
Senior Financial Analyst
4 days ago
St. Paul, United States ECOLAB Full timeThe Senior Financial Analyst position within Pest Corporate Accounts Finance provides critical support and partnership with the Specialty Pest Services (SPS) Sales team to help drive growth while protecting and enhancing profitability. This role is directly responsible for financial analysis of the Industrial segment of business aligned to SPS. This role...
-
Senior Financial Analyst, R&D
2 weeks ago
St Paul, United States Marvin Full timeSenior Financial Analyst, R&D ID 2024-3625 Department Accounting Position Type Regular Location US-MN-Eagan Location Warroad, MN, US Job Overview Position must sit in Eagan, MN. No sponsorship available at this time. The Senior Financial Analyst for Research and Development is a key...