Investment Associate

RBC; Bedford (NH); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Comprehensive total rewards program

Bonuses and stock where applicable

Coaching and development opportunities

Flexible work/life balance options

Job summary

RBC Wealth Management in Bedford, NH seeks a proactive Registered Client Associate to support Financial Advisors in growing client relationships and assets. You will gather client information, open accounts, and help with transfers while ensuring compliance and service excellence.

The role emphasizes investment knowledge, strong communication, and collaboration in a fast-paced wealth management team. 40 hours weekly, salaried, with a comprehensive rewards program.

Qualifications

• 3+ years of Registered Client Associate experience or related industry experience.
• Series 7 and 66 (or 63/65) licenses.
• Advanced understanding of stock market, investments, retirement plans and related products.

Responsibilities

• Gather client suitability information, open new accounts, and assist with asset gathering.
• Facilitate transfer of funds and securities, and issue checks, wire transfers and ACH disbursements.
• Process investment advisory agreements and monitor account surveillance on AdvisoryLink.
• Identify business development opportunities to increase revenue and strengthen client relationships.
• Provide high level service by anticipating needs and completing requests efficiently.
• Research and communicate investment strategies and recommendations to clients.
• Research complex problems in client accounts and deliver effective resolutions.

Skills

Registered Client Associate experience

Series 7 & 66 licenses

Industry knowledge

Tools

Salesforce

Money Guide Pro

Job description

What is the opportunity?

Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Gather client suitability information, open new accounts, and assist with asset gathering.
• Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested.
• Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
• Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
• Provide a high level of service to clients by anticipating needs and completing requests efficiently.
• At the FA’s request, research and communicate investment strategies and recommendations to clients.
• Research complex problems in clients’ accounts with assistance from business partners and deliver an effective and acceptable resolution.

What do you need to succeed?

Must-have

• 3+ years of Registered Client Associate experience or related industry experience
• Series 7 and 66 (or 63/65)
• Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
• Computer proficiency
• Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment

Nice-to-have

• Salesforce experience
• Knowledge of Money Guide Pro planning software

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

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

6 BEDFORD FARMS DRIVE:BEDFORD

City:

Bedford

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Application Deadline:

2026-11-11

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.