Senior Wealth Planner & Estate Strategy Lead

Royal Bank of Canada; New York (NY); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Total rewards package with bonuses and

Coaching and development opportunities

Flexible work options

Job summary

RBC Wealth Management in New York is seeking a Wealth Strategist to integrate financial planning into client experience, focusing on wealth transfer and business planning for high-net-worth clients. You will collaborate with Financial Advisors to leverage their resources and drive asset growth, including complex estate and trust planning and multi-generational strategies.

You will train FAs on planning concepts, lead point-of-sale engagements, and develop content for training programs and

Qualifications

• 15+ years Financial Services industry experience
• 10+ years of in-depth expertise in estate or planning products
• Strong analytical skills with excellent oral and written communication
• Experience with design and implementation of training programs

Responsibilities

• Generate or coordinate creation of proposals focusing on wealth transfer goals and objectives, including estate, charitable and business succession planning
• Develop and promote sales ideas and effective business practices with advisors
• Delivers planning experience to high-net-worth clients and consults with advisors on complex cases
• Conducts point of sale presentations to drive holistic wealth planning
• Trains and motivates Financial Advisors on planning concepts and product solutions
• Identify short and long-term business-building activities for individual FAs and teams
• Serve as SME of the planning process including retirement, social security, liquidity, and plan monitoring
• Contribute content and deliver training material for wealth planning teams and firm-wide programs
• Develop original thought leadership content for clients, media, and advisors

Skills

Client Counseling

Customer Needs

Customer Service

Customer Service Management

Group Problem Solving

Long Term Planning

Multi-Level Communication

Product Services

Education

Bachelor's degree in business or related field

MBA

JD/CPA

CFP/ CPWA/ CLU / ChFC designation

Job description

RBC Wealth Management in New York is seeking a Wealth Strategist to integrate financial planning into client experience, focusing on wealth transfer and business planning for high-net-worth clients. You will collaborate with Financial Advisors to leverage their resources and drive asset growth, including complex estate and trust planning and multi-generational strategies.

You will train FAs on planning concepts, lead point-of-sale engagements, and develop content for training programs and