RBC

Financial Advisor, Transition Consultant

RBC

full-time

Posted on:

Location Type: Hybrid

Location: Minneapolis • Colorado • Illinois • United States

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Salary

💰 $55,000 - $120,000 per year

About the role

  • Partner with branch, complex and divisional management teams to coordinate and execute a best-in-class onboarding experience
  • Assist field leadership throughout the new recruit hiring process—includes new hire requirements and book of business vetting
  • Assist in the onboarding of new FAs, support staff and clients
  • Assist with integration of the new AOS platform into the onboarding process to accelerate account opening and the transition of client assets to RBC USWM
  • Enhance the client experience by including other US Wealth Management key initiatives into the onboarding process
  • Develop, update and maintain resources used internally within the team and with the field—such as procedures, templates, checklists and other resources

Requirements

  • Must-have Bachelor’s degree or job-related experience
  • Minimum of 1-3 years’ experience at a wealth management firm
  • Proven dedication to and focus to client service
  • Strong communication skills
  • Strong ability to ask critical questions, anticipate problems/future needs, and take ownership
  • Nice-to-have demonstrated experience supporting financial advisors and client associates at a wealth management firm
  • Demonstrated experience working with different functional groups at a wealth management firm
  • Series 7 and 66 (or ability to attain)
Benefits
  • Comprehensive Total Rewards Program
  • Competitive compensation
  • Flexible benefits
  • 401(k) program with company-matching contributions
  • Health, dental, vision, life, and disability insurance
  • Paid-time off
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Dynamic, collaborative, progressive, high-performing team
  • Opportunities to build close relationships with clients
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
onboardingaccount openingclient asset transitionresource developmentprocedure maintenance
Soft Skills
client servicecommunicationproblem anticipationownershipcollaboration
Certifications
Bachelor’s degreeSeries 7Series 66