Job Summary

Job Description

What is the opportunity?

Join the Empower House Financial Group, made up of three generations of advisors that have forged a generation of trust and continuity for families since the 1950s. You will support clients through the various stages of wealth; growing their wealth, preserving their wealth and transfer of their wealth to the next generation. The Empower House Financial Group has been nationally recognized, with a lead advisor, Nora Yousif, named to Forbes Top Women Wealth Advisors Best-In-State award in 2023 and 2024, and a Forbes Next-Gen Wealth Advisor in 2023. The team has been featured on CNBC, NBC and other news outlets.

This is a thrilling opportunity to take a leading role on this team as a Senior Financial Associate. You will be actively involved in cultivating client relationships.  You will have the ability to function independently on behalf of the Financial Advisor team, with minimal direction.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. 

What will you do?

Gradually take on the role as the main financial contact and relationship manager for 150 families.Conduct annual reviews with clients going over their portfolios, performance, economic updates, and life events that may affect their long range wealth plan. Promptly execute rebalances as part of clients’ annual reviews. Edit their wealth plan as necessary and update our CRM with detailed client notes.Collect and analyze client’s financial information to educate new and existing clients; this may include introducing additional products and services.Monitor and evaluate clients’ investment needs and progress by reviewing transactions, monthly statements, market research and ongoing client communications.Identify opportunities to improve effectiveness for the advisor team.

What do you need to succeed?

Must-have

7+ years industry experienceSeries 7, Series 66 (or 63/65) and State licenses consistent with those of the FA(s) this person supportsExcellent understanding of fixed income, equities, mutual funds, the stock market, long term investing, financial and retirement planningExcellent interpersonal, verbal and written communication skills and able to independently manage multiple demands and competing prioritiesDetail orientated, strong analytical and organizational skills and able to work effectively in a fast-paced, deadline-oriented environmentStrong client service orientation, providing excellence in all aspect of support

Nice-to-have

CFP designation preferredBachelor’s degreeAdvanced computer skills

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

5 BRISTOL DRIVE:EASTON

City:

Easton

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-18

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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