Associate Financial Advisor
About the role
The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA).
Responsibilities
- Study for and obtain the Associate Financial Advisor program’s required licensing
- Study and pass series 7 exam
- Study and pass series 66 and life and health insurance exams
- Complete Associate Financial Advisor program assignments within the curriculum’s timelines
- RBC tools and technology introduction
- RBC policies and procedures
- Products and services—including scenarios and case studies
- Compliance
- Planning, marketing, prospecting, and servicing
- Report activities and results per the Associate Financial Advisor program’s requirements
- Implement specific coaching from the Associate Financial Advisor sales manager
- Become familiar with RBC Wealth Management
- Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor
- Complete all RBC WM new employee orientation online modules and others as required
Requirements
- Must-have Bachelor’s degree or equivalent work experience
- Ability to obtain Series 7 and Series 66 within 120 days of beginning employment at RBC
- Ability to take initiative and function independently
- Excellent interpersonal and marketing skills
- Strong drive and dedication
- Demonstrated ability to develop and promote business; a track record of success
- Ability to make solid decisions in a fast paced, quick turnaround environment
Nice-to-Have
- Entrepreneurial experience
- Active in a community, athletic or business group
- Fundraising experience
Benefits
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.
Pay
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Schedule
Flexible work/life balance options
Additional Job Details
- Address: 8800 FIRETHORN LANE:LINCOLN
- City: Lincoln
- Country: United States of America
- Work hours/week: 40
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
- RBC is presently inviting candidates to apply for this existing vacancy.
- Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Our Employment Opportunities
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