Senior Financial Associate

19 hours ago

GondrecourtleChâteau, Grand Est, United States RBC Capital Markets, LLC Full time

Job Summary

Job Description

What is the Opportunity?

As a Senior Financial Associate at RBC Capital Markets, LLC, you will be a key member of a large producing team and will be actively involved in growing and cultivating the Financial Advisory Team's business. You will have the ability to function independently on behalf of the Financial Advisory Team with minimal direction.

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 the Financial Advisory 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 financial 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 the Financial Advisory Team.

What Do You Need to Succeed?

Must-Have

  • 5+ years of industry experience.
  • Series 7, Series 66 (or 63/65) and State licenses consistent with those of the Financial Advisors 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-oriented, 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 the business.

Job Skills

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

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