Associate Financial Advisor

RBC Capital Markets, LLC; Conshohocken (Montgomery County); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Associate Financial Advisor to join their Private Wealth Group. This exciting role focuses on building client relationships, assisting with portfolio management, and contributing to team success. Ideal candidates will possess a strong interest in financial markets and an entrepreneurial mindset. You will have the opportunity to gain essential licensing while working in a collaborative environment with supportive leadership and flexible work options. This position not only offers meaningful work but also paves the way for career growth in the financial industry.

Benefits

Comprehensive Rewards Package

Flexible Work Options

Career Growth Opportunities

Supportive Leadership

Qualifications

• Bachelor’s degree or equivalent experience required.
• Ability to obtain Series 7 and 66 licenses within 180 days.

Responsibilities

• Build relationships and assist with portfolio management.
• Stay informed on financial news and comply with regulations.

Skills

Interpersonal Skills

Marketing Skills

Decision-Making Ability

Initiative

Education

Bachelor’s Degree

Job description

Job Summary

Join the Salon Magura Private Wealth Group as an Associate Financial Advisor. This role involves building relationships, assisting with portfolio management, and contributing to the team’s success. Ideal candidates have an interest in financial markets and an entrepreneurial mindset.

What will you do?

1. Study for and obtain required licensing (Series 7, Series 66, and insurance exams).
2. Complete program assignments on RBC tools, policies, products, compliance, and client service.
3. Report activities and implement coaching from sales managers.
4. Stay informed on financial news and comply with regulations.

What do you need to succeed?

Must-have

• Bachelor’s degree or equivalent experience
• Ability to obtain Series 7 and 66 within 180 days
• Initiative, independence, interpersonal and marketing skills
• Strong drive and decision-making ability in a fast-paced environment

Nice-to-have

• Entrepreneurial experience
• 2-3 years in the financial industry
• Community or group involvement

What’s in it for you?

Enjoy a comprehensive rewards package, supportive leadership, meaningful work, a collaborative environment, flexible work options, and career growth opportunities.