Associate Financial Advisor

rbc; Great Barrington (MA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Total rewards program

Coaching & development

Flexible work-life balance

Career advancement opportunities

Stock plan where applicable

Job summary

RBC Wealth Management in Great Barrington, MA is seeking an Associate Financial Advisor to begin the licensing process and gain industry experience with the objective of advancing to a Financial Advisor role. You will learn business-building skills, client-attraction strategies, and how to deliver trusted financial guidance.

In this program, you will study for licensing exams (Series 7, 66, and life/health), complete curriculum assignments, and receive coaching while becoming familiar with RBC

Qualifications

• Bachelor's degree or equivalent work experience.
• Ability to obtain Series 7 and Series 66 within 120 days of starting employment at RBC.
• Ability to take initiative and function independently.
• Excellent interpersonal and marketing skills.
• Strong drive and dedication.

Responsibilities

• Study for and obtain licensing for the Associate Financial Advisor program.
• Study and pass Series 7, Series 66, and life/health insurance exams.
• Complete program assignments within curriculum timelines.
• Learn RBC tools, policies, services, and compliance requirements.
• Develop planning, marketing, prospecting, and servicing skills.
• Report activities and results as required by the program.
• Get coaching from the sales manager and become familiar with RBC Wealth Management.

Skills

Interpersonal skills

Marketing skills

Initiative

Independent work

Driven

Education

Bachelor's degree

Job description

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 services-including scenarios and case studies
• Compliance
• Planning, marketing, prospecting, and servicing
• Report activities and results per the Associate Financial Advisor program's requirement
• Implement specific coaching from the Associate Financial Advisor sales manager
• Become familiar with RBC Wealth Management
• Maintain awareness of financial news via 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 turnaround environment

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.

• 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

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $50,000 - $80,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

• Address:
• 50 CASTLE STREET:GREAT BARRINGTON City:
• Great Barrington Country:
• United States of America Work hours/week:
• 40 Employment Type:
• Full time Platform:
• WEALTH MAN