Senior Financial Associate

Join a large producing team as a Senior Financial Associate at RBC Wealth Management. You will independently manage client accounts, conduct in-depth portfolio analyses, and execute investment recommendations. This role involves educating clients, monitoring their progress, and promoting business growth programs to expand assets under management.

• 5+ years industry experience
• Series 7, Series 66 (or 63/65) and State licenses
• Advanced Microsoft Office skills
• In-depth knowledge of investments and estate planning
• Conduct client portfolio analysis and execute recommendations
• Promote business growth and client acquisition