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Job description
Associate Financial Advisor
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). The Associate Financial Advisor's goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.
What will you do?
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
Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies
Complete all RBC WM new employee orientation online modules and others as required
What do you need to succeed?
Must-have
Bachelor's degree or equivalent work experience
Ability to obtain Series 7 and Series 66 and life and health insurance exams within 180 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
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, commissions, and stock where applicable
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
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address: 2465 MARINA CIRCLE:GREEN BAY
City: Green Bay
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date:
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Worksite address
green bay, WI, 54311, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.