Senior Financial Associate

Join RBC Wealth Management as a Senior Financial Associate to support a growing team and cultivate business growth. You will independently manage client accounts, conduct portfolio analyses, research investment recommendations, and execute transactions. This role involves educating clients on financial products and services, monitoring investment needs, and developing marketing plans to enhance sales effectiveness.

• 5+ years industry experience
• Series 7, Series 66 (or 63/65) and State licenses
• Advanced Microsoft Office skills
• In-depth knowledge of stock market, investments, and retirement plans
• Analyze client portfolios and understand regulatory policies
• Promote business growth and develop marketing plans