Wealth Management Strategy Lead — Advisor Coaching

RBC; Minneapolis (MN); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision, life, and long

Disability insurance

Paid time off

Coaching & development

Performance-based rewards

Dynamic team environment

Job summary

RBC Wealth Management seeks a Wealth Management Consultant to provide primary external sales support for Financial Advisors and the RBC Wealth Management platform. The role leads the Client Strategies Team, coordinating in-field and home-office specialists to drive strategic initiatives and growth.

Key duties include coaching, training development, pricing policy support, and assisting in closing major business.

Qualifications

• Minimum of a four-year college degree; MBA preferred.
• Series 7 and 65 licenses required.
• Willingness to pursue additional licenses/designations (CIMA/CFA/CFP/AWM).

Responsibilities

• Coaching Financial Advisors in utilizing the RBC Wealth Management platform.
• Develop, plan and present curriculums for Financial Advisor training sessions.
• Assist in pricing and policy understanding to support advisor decisions.
• Assist in closing IAG, mutual fund, insurance/annuity business and participate in client presentations for assets >$1,000,000.
• Lead and coordinate the Client Strategies Team to support complex needs and drive initiatives.
• Partner with Complex Directors and Branch Directors to foster a strong advisor culture.

Skills

Series 7/65

Financial services knowledge

Coaching/mentoring

Office suite proficiency

Communication skills

Education

Bachelor's degree

MBA preferred

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

RBC Wealth Management seeks a Wealth Management Consultant to provide primary external sales support for Financial Advisors and the RBC Wealth Management platform. The role leads the Client Strategies Team, coordinating in-field and home-office specialists to drive strategic initiatives and growth.

Key duties include coaching, training development, pricing policy support, and assisting in closing major business.