Associate Financial Advisor: License Prep & Growth

rbc; Farmington (CT); On-site; USD 55,000 - 88,000; Full time

Benefits offered by this job

401(k) matching contributions

Health, dental, vision insurance

Paid time off

Job summary

The Associate Financial Advisor role at RBC Wealth Management in Farmington, CT is designed to build licensing and industry experience to prepare for a future Financial Advisor role. You will study for Series 7, Series 66, life and health exams, learn RBC policies, products, and client servicing practices, and participate in coaching with the sales manager.

This full-time program offers coaching, development and a path toward your own client relationships within a collaborative, high-performing

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.
• Demonstrated ability to develop and promote business; a track record of success.
• Ability to make solid decisions in a fast paced, quick turnaround environment.

Responsibilities

• Study for and obtain required licensing (Series 7, 66, life/health exams).
• Complete Associate Financial Advisor program assignments within timelines and RBC tools introduction.
• Learn RBC policies and procedures, products and services through case studies and coaching.
• Assist with planning, marketing, prospecting, and servicing activities.
• Report activities and results per program requirements; engage with sales manager coaching.
• Stay informed on financial news to support professional development toward becoming an RBC Financial Advisor.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

Bachelor's degree or equivalent work experience

Job description

The Associate Financial Advisor role at RBC Wealth Management in Farmington, CT is designed to build licensing and industry experience to prepare for a future Financial Advisor role. You will study for Series 7, Series 66, life and health exams, learn RBC policies, products, and client servicing practices, and participate in coaching with the sales manager.

This full-time program offers coaching, development and a path toward your own client relationships within a collaborative, high-performing