Wealth Management Consultant
RBC
full-time
Posted on:
Location Type: Office
Location: Minneapolis • Illinois, Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $150,000 per year
Job Level
SeniorLead
About the role
- Provide primary external sales support for Financial Advisors
- Assist, coach, and motivate Financial Advisors
- Develop a strong understanding of RBC’s Investment Advisor Group policies and pricing structures
- Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000
- Lead the Client Strategies Team to support the complex needs and drive strategic initiatives
Requirements
- 7+ years of industry experience
- Series 7 and 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
- Proficiency with Microsoft Excel, Word, PowerPoint and Outlook
Benefits
- Health, dental, vision, life, disability insurance
- 401(k) program with company-matching contributions
- Paid-time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial advisingclient presentationsinvestment strategiessales supportcoachingmotivating
Soft skills
leadershipcommunicationteam collaborationstrategic thinking
Certifications
Series 7 licenseSeries 65 license