Senior Financial Strategist – Wealth Management

RBC; Easton Center (MA); On-site; USD 55,000 - 95,000; Full time

Job summary

RBC Wealth Management is seeking a Senior Financial Associate to join a large producing FA Team in Easton, MA. You will grow assets under management and independently support client portfolios with fiduciary responsibility.

You will perform in-depth analyses, present investment options aligned with client objectives, and execute approved transactions while educating clients on available products and services.

Qualifications

• 5+ years of industry experience with financial advisory teams.
• Strong knowledge of stock markets, investments, and retirement planning.
• Experience analyzing client portfolios and recommending suitable investments.
• Familiarity with fixed income, equities, mutual funds, and annuities.
• Understanding of regulatory policies and compliance requirements.
• Proficient computer skills, including Microsoft Office.

Responsibilities

• Regularly acquire new client accounts and grow assets under management for the FA Team.
• Conduct in-depth portfolio analyses and research investment recommendations.
• Educate clients using financial information and cross-sell suitable products.
• Monitor client needs and progress through transactions, statements, and market data.
• Develop marketing plans for client acquisition and improve sales effectiveness.

Skills

Industry experience

Stock market knowledge

Portfolio analysis

Regulatory knowledge

MS Office

Interpersonal skills

Analytical skills

Education

Bachelor’s Degree

CFP designation

Tools

MS Office

Job description

RBC Wealth Management is seeking a Senior Financial Associate to join a large producing FA Team in Easton, MA. You will grow assets under management and independently support client portfolios with fiduciary responsibility.

You will perform in-depth analyses, present investment options aligned with client objectives, and execute approved transactions while educating clients on available products and services.