Wealth Strategist

Job Summary

Job Description

What is the opportunity?

The Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents, and resources in gathering and maintaining assets of high-net-worth clients. Through the RBC planning process, provide expert product knowledge and consultation in addition to serving as the primary external sales for segment specific specialty products and services.

What will you do?

• Work closely with field leadership, service, and support areas within Private Client Group to ensure a collaborative support effort and exceptional client experience. Serve as a resource for Financial Advisors with issues affecting high net worth and ultra-high net worth clients, such as: complex financial, estate, gift and charitable planning, personal trust planning, business succession planning, multi-generational planning and strategies for dealing with concentrated equity positions and employee stock options.

• Consulting services which could range from conference calls or personal meetings with Financial Advisors, individual clients and their families, and the client's outside legal and tax advisors. Also, serve as a subject matter expert developing educational content and conducting client seminars and training sessions for Financial Advisors, other RBC Wealth Management employees, media and outside centers of influence, such as attorneys and Certified Public Accountants.

What do you need to succeed?

Must-have

• Bachelor's degree in business or related field, advance degree preferred.

• 10+ years Financial Services industry experience.

• 8+ years of in-depth expertise in estate or planning products.

• Securities industry licenses 7 and 66 (or 7, 63 and 65)

• Experience with design and implementation of training programs

• In-depth knowledge of the financial services industry and branch office/financial advisor responsibilities

• Knowledge of vendors and their products/programs

• Strong analytical skills

• Excellent oral and written communication skills including advanced presentation skills.

• Strong customer service focus.

Nice-to-have

• JD and/or CPA

• MBA

• CFP, CPWA, CLU and/or ChFC designation

• Insurance Advanced Marketing experience

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 and competitive compensation.

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Flexible work/life balance options

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities

• Access to a variety of job opportunities across business

Job Skills

Communication, Customer Service Management, Interpersonal Relationship Management, Investment Consulting, Investment Management, Investment Performance Measurement, Organizational Leadership, Performance Management (PM), Private Banking, Product Services, Results-Oriented

Additional Job Details

Address:

800 LAUREL OAK DRIVE:NAPLES

City:

Naples

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-28

Application Deadline:

2024-07-12

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.

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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