Wealth Strategist
Wealth Strategist
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$ 85000 - 150000
1 Vacancy
Job Description
Job Summary
Job Description
What is the opportunity
As a Wealth Strategist your role will be focused on integrating and driving the adoption of financial planning as part of the core client experience as well as 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. Additionally you will work closely with field leadership service and support areas within Private Client Group (PCG) to ensure a collaborative support effort and exceptional client experience. Serve as a resource for Financial Advisors with issues affecting 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.
What will you do
Generate or coordinate creation of proposals focusing on clients wealth transfer goals and objectives including estate charitable and business succession planning solutions helps recruit advisors and close business.
Develop and promote sales ideas and effective business practices works with advisors to identify opportunities and capture money in motion
Educates and coaches advisors and field leadership on fundamentals and importance of building a wealth planning practice and assist with more complicated planning cases
Conducts point of sale presentations with advisors to help drive holistic wealth planning and solutions coordinates other support as needed
Assists trains and motivates FAs on key financial planning concepts and product solutions to gather assets of high net worth clients
Proactively identifies short and long-term business-building activities for individual FAs and teams.
Serve as a Subject Matter Expert of the planning process and concepts including effective client discovery retirement income planning social security medical costs insurance concepts liquidity needs plan presentation and plan monitoring.
Contributes content and presents on various topics integral to training and development deliverables for the wealth planning team the client strategies team and across the firm.
What do you need to succeed
Must-have
Bachelors degree in business or related field advance degree preferred
10 years Financial Services industry experience with in-depth expertise in estate or planning products
Securities industry licenses 7 and 66 (or 7 63 and 65)
Strong analytical skills with excellent oral and written communication skills including advanced presentation skills
Experience with design and implementation of training programs
Nice-to-have
JD and/or CPA
MBA
CFP CPWA CLU and/or ChFC designation
Insurance Advanced Marketing experience
Whats 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
The good-faith expected salary range for the above position is $85000 - $150000 depending on factors including but not limited to the candidates experience skills registration status; market conditions; and business salary range does not include other elements of total compensation including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health dental vision life and disability insurance; and paid time-off plan.
RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting engaging and retaining talent that:
Drives RBCs high performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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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Employment Type
Full-Time
