RBC Capital Markets, LLC
Wealth Strategist
RBC Capital Markets, LLC, Naples, Florida, United States, 33939
Job SummaryGerer une equipe d'employes de bureau de gestion privee. Elaborer des strategies et des services de gestion privee. Gerer generalement deux services specialises ou plus composes de personnes assumant des roles de supervision et de direction, de personnel de fonction et d'un nombre important de membres du personnel assurant un soutien operationnel.
Job DescriptionWhat 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-haveBachelor'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 programsIn-depth knowledge of the financial services industry and branch office/financial advisor responsibilitiesKnowledge of vendors and their products/programsStrong analytical skillsExcellent oral and written communication skills including advanced presentation skills.Strong customer service focus.JD and/or CPAMBANice-to-haveCFP, CPWA, CLU and/or ChFC designationInsurance Advanced Marketing experienceWhat'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 opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across businessJob SkillsCommunication, 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 DetailsAddress: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:I
nclusion
and Equal Opportunity EmploymentAt 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.Join our Talent Community
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Job DescriptionWhat 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-haveBachelor'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 programsIn-depth knowledge of the financial services industry and branch office/financial advisor responsibilitiesKnowledge of vendors and their products/programsStrong analytical skillsExcellent oral and written communication skills including advanced presentation skills.Strong customer service focus.JD and/or CPAMBANice-to-haveCFP, CPWA, CLU and/or ChFC designationInsurance Advanced Marketing experienceWhat'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 opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across businessJob SkillsCommunication, 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 DetailsAddress: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:I
nclusion
and Equal Opportunity EmploymentAt 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.Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.