Senior Wealth Advisor — Portfolio Growth & Client Strategy

RBC; Saint Paul (MN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

RBC Wealth Management is seeking a Senior Financial Associate in Saint Paul, MN to join a large producing team and help grow client assets with minimal supervision. The role involves independent work on behalf of the FA Team, conducting portfolio analyses and implementing targeted investment recommendations.

You will educate clients, monitor investment needs, and support growth initiatives while collaborating with advisors in a fast-paced wealth-management environment.

Qualifications

• 5+ years industry experience
• Series 7, Series 66 (or 63/65) and State licenses
• Excellent understanding of the stock market, investments and retirement plans
• Working knowledge of fixed income products, equities, mutual funds, insurance and annuities
• In-depth knowledge of regulatory policies and procedures and ability to analyze client portfolios
• Advanced computer skills (including Microsoft Office)

Responsibilities

• Regularly gather new client accounts and build assets under management for FA Team.
• Conduct in-depth analyses of client portfolios and recommend investments aligned with objectives and risk tolerance.
• Educate clients by collecting and analyzing financial information and introducing products/services.
• Monitor client investment needs by reviewing transactions, statements, market research, and client contact.
• Promote growth programs and services; develop marketing plans for client acquisition and improve sales effectiveness.

Skills

5+ years experience

Series 7/66 licenses

Stock market knowledge

Investment products knowledge

Regulatory knowledge

MS Office software

Education

Bachelor’s Degree

CFP designation preferred

Tools

Microsoft Office

Job description

RBC Wealth Management is seeking a Senior Financial Associate in Saint Paul, MN to join a large producing team and help grow client assets with minimal supervision. The role involves independent work on behalf of the FA Team, conducting portfolio analyses and implementing targeted investment recommendations.

You will educate clients, monitor investment needs, and support growth initiatives while collaborating with advisors in a fast-paced wealth-management environment.