Wealth Management Consultant

RBC
Chicago, Illinois, United States
Full Time
On Site
Senior
USD 85,000 – 165,000
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 8 months ago

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Excellent 4.7

Job summary

The Wealth Management Consultant (WMC) supports Financial Advisors and the RBC Wealth Management platform by providing sales support, coaching, marketing assistance, client presentations, recruiting, strategic leadership, and partner collaboration, leveraging extensive industry experience, licenses, and financial expertise.

Responsibilities

The Wealth Management Consultant primarily provides external sales support for Financial Advisors and the RBC Wealth Management platform, often serving as the team lead for Client Strategies teams. Key duties involve coaching Financial Advisors, assisting with marketing and business closing, and leading strategic initiatives within complexes and branches.

Qualifications

Communication Critical Thinking Decision Making Detail-Oriented Fiduciary Management Group Problem Solving Interpersonal Relationships Investment Consulting Investment Management Investment Performance Measurement

Candidates must possess a minimum of seven years of industry experience along with Series 7 and 65 securities licenses, and a four-year college degree is required, with an MBA being preferred. Proficiency in Microsoft Office Suite and a willingness to obtain further industry designations are also necessary.

English

Benefits

  • 401(k) program with company-matching contributions
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Paid-time off

Company

RBC

RBC

linkedin
Banking
Location
Chicago, Illinois, United States

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Excellent 4.7
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