Wealth Management Consultant

San Francisco, CA, United States

Job Summary

Job Description

What is the opportunity?

The Wealth Management Consultant (WMC) provides the primary external sales and business development support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service and support areas within RBC's Private Client Group to ensure a coordinated support effort. They serve as the team lead for the Client Strategies Team which includes a variety of in-field and home office based specialists that are divided by area of expertise, and regional coverage.

What will you do?

Coaching:

* Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform.

* Assist product management teams in developing, planning and presenting curriculums for Financial Advisor training sessions.

Marketing:

* Develop a strong understanding of RBC's Investment Advisor Group policies and pricing structures to assist Financial Advisors in conducting business appropriately and making profitable pricing decisions.

* Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance/annuity business. Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000.

Recruiting:

* Assist Complex Directors and Branch Directors in Financial Advisor recruiting and on-boarding efforts.

Strategy:

* Lead and quarterback the Client Strategies Team to support the needs of the complex(es) and to drive strategic initiatives.

* Partner with Complex Director to aid in creating a thriving Financial Advisor culture within the complex.

* Partner with Branch Directors to drive strategic initiatives within branches.

What do you need to succeed?

Must-have

* 7+ years of industry experience.

* Series 7 and 66 (or 63/65) securities licenses.

* Excellent understanding of the financial services industry and branch office/financial advising responsibilities.

* Minimum of a four-year college degree. MBA preferred.

* Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM).

* Proficiency with Microsoft Excel, Word, PowerPoint and Outlook.

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 business

The good-faith expected salary range for the above position is $110,000 - $190,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements that comprise our total compensation package, which includes the following: commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

* Drives RBC's high performance culture* Enables collective achievement of our strategic goals* Generates sustainable shareholder returns and above market shareholder value

Job Skills

Communication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Group Problem Solving, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Results-Oriented, Trusts and Estate Planning

Additional Job Details

Address:

345 CALIFORNIA STREET:SAN FRANCISCO

City:

San Francisco

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-21

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and 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 jobs.rbc.com.

#J-18808-Ljbffr