RBC Capital Markets Financial Advisor

3 days ago


Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

Job Summary

This role is responsible for providing high-quality financial advice and guidance to clients, helping them achieve their financial goals. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and relationship-building skills.

Key Responsibilities

  • Provide personalized financial advice and guidance to clients via telephone
  • Assess clients' financial needs and develop tailored solutions
  • Meet or exceed sales targets and business development goals
  • Stay up-to-date with industry trends and product offerings
  • Collaborate with internal teams to deliver exceptional client service

Requirements

  • Bachelor's degree or equivalent work experience
  • Series 7, 66 (63,65) and insurance licenses required
  • 3-5 years of investment-based sales and relationship management experience
  • Established track record of results and success in providing advice and expanding client relationships

What We Offer

  • A comprehensive compensation package, including bonuses and flexible benefits
  • Opportunities for professional growth and development
  • A dynamic and collaborative work environment
  • Flexible work-life balance options

About RBC

RBC is a leading financial institution committed to delivering exceptional client service and building long-term relationships. We value diversity, equity, and inclusion, and strive to create a workplace that is inclusive and respectful of all employees.



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