Investment Associate- Chevy Chase, MD

What is the opportunity
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business educate clients regarding products and services monitor client activity and performance communicate investment strategy and gather information for wealth planning.

At RBC Wealth Management your career progression matters to us. We offer training development and learning resources so you continue to grow your career in a way that matters to you.

What will you do

• Gather client suitability information open new accounts and assist with asset gathering.
• Facilitate the transfer of funds and securities and the issuance of checks wire transfers and ACH disbursements when requested.
• Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
• Identify business development opportunities with the goal of increasing revenue enhancing client relationships and streamlining day-to-day processes.
• Provide a high level of service to clients by anticipating needs and completing requests efficiently.

What do you need to succeed
Must-have

• 3 years of Registered Client Associate experience or related industry experience
• Series 7 and 66 (or 63/65)
• Advanced understanding of the stock market investments and retirement plans and working knowledge of fixed income products equities mutual funds insurance annuities and applicable compliance rules and regulations
• Computer proficiency
• Strong customer service skills with the ability to continually maintain and build relationships being detail-oriented possessing outstanding written and verbal communication and problem solving skills and ability to navigate multiple demands in a fast-paced deadline-oriented environment

Nice-to-have
Salesforce experience
Knowledge of Money Guide Pro planning software

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

The good-faith expected salary range for the above position is $50000 - $83000 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

Additional Job Details

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.