Associate Financial Advisor - North Shore

Company: RBC Wealth Management
Location: Buffalo Grove
Posted on: January 6, 2022

Job Description:

Are you intrigued by the world of wealth management and investments? Let the Associate Financial Advisor with RBC bring out the best in you. RBC Wealth Management-U.S. has Associate Financial Advisor opportunities available. In this role, you would be involved in work ranging from marketing to analytical, to help attract, retain and manage clients. You would have the opportunity to prepare portfolio materials for client meetings; observe those meetings; and provide follow-up communication. You would learn to use our technology and client management tools such as RBC WealthPlan, and would help with digital communication via our financial advisor websites. You would experience the unique regulatory requirements governing Private Client Group business, and would have on-site supervision and mentoring. You would be able to participate in employee resource group-sponsored activities, including RBC-sponsored volunteer activities where you can join other RBC colleagues in making a difference in your community. As a colleague of RBC, you would be part of the exciting and challenging world of wealth management and investments. You would learn. You would contribute. You would make a positive impact. What is the opportunity?. The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor's goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals. What will you do?. Study for and obtain the Associate Financial Advisor program's required licensing: Study and pass series 7 exam. Study and pass series 66 and life and health insurance exams. Complete Associate Financial Advisor program assignments within the curriculum's timelines: RBC tools and technology introduction. RBC policies and procedures. Products and servicesincluding scenarios and case studies. Compliance. Planning, marketing, prospecting, and servicing. Report activities and results per the Associate Financial Advisor program's requirements: Implement specific coaching from the Associate Financial Advisor sales manager. Become familiar with RBC Wealth Management: Maintain awareness of financial news via the InfoNET, company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor. Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies. Complete all RBC WM new employee orientation online modules and others as required. What do you need to succeed?. Must-have: Bachelor's degree or equivalent work experience. Ability to obtain Series 7 and Series 66 within 120 days of beginning employment at RBC. Ability to take initiative and function independently. Excellent interpersonal and marketing skills. Strong drive and dedication. Demonstrated ability to develop and promote business;a track record of success Ability to make solid decisions in a fast paced, quick turnaroundenvironment. Nice-to-have: Entrepreneurial experience. Active in a community, athletic or business group. Fundraising experience. 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: Client First: We will always earn the right to be our clients' first choice. Competitive compensation including ongoing base pay with attractive incentive plan. Accountability: We take ownership for personal and collective high performance. Diversity & Inclusion: We embrace diversity for innovation and growth. Integrity: We hold ourselves to the highest standards to build trust. WMUS. Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign upand 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 rbc.com/careers.JOB SUMMARYCity: Buffalo GroveAddress: 2150 E. Lake Cook Rd.Work Hours/Week: 40Work Environment: BranchEmployment Type: Regular - U.S.Career Level: Experienced Hire/ProfessionalPay Type: HourlyRequired Travel (%): 0-25Exempt/Non-Exempt: Non-ExemptPeople Manager: NoApplication Deadline: 10/31/2021Platform: Wealth ManagementReq ID: 420122Ad Code(s)

Keywords: RBC Wealth Management, Buffalo Grove , Associate Financial Advisor - North Shore, Accounting, Auditing , Buffalo Grove, Illinois