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Registered Client Associate/Client Associate - Richmond, VA
| Details |
Country: USA
Location: Virginia-Richmond Richmond
Total applied: 24 Job Category:Accounting/Finance/Insurance
Relevant Work Experience:2+ to 5 Years
Location:US-VA-Richmond
Occupations:Financial Planning/Advising;General/Other: Accounting/Finance;Financial Products Sales/Brokerage
Career Level:Experienced (Non-Manager)
Relevant Work Experience:2+ to 5 Years
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Registered Client Associate/Client Associate - Richmond, VA
Requisition Number: 88968
Position Title: Registered Client Associate/Client Associate - Richmond, VA
Position Type: Full-Time
Position Category: Client Associate/Sales Associate/Sales Support
Relocation: No
Job Description:
The financial industry is changing...
One Registered Client Associate at a time.
We have a successful investment advisory team in, Richmond, VA, that is looking to add another professional to its ranks. They need assistance because their book of business has grown significantly over the last several years, and we see good future growth potential. In addition to working for a successful team you will be working with RBC Wealth Management, the nation's eighth largest full-service investment firm.
Requirements:
The ideal candidate will have excellent organizational, communication and time management and project management skills, familiarity with fee-based advisory programs, be able to work independently and be capable of building strong relationships with both Financial Consultants and their clients. Three to five years is preferred and Series 7 and 63 licenses required (or ability to obtain all licenses within first year on job).
We offer a competitive salary, comprehensive benefits and advancement opportunities for motivated employees. Equal Opportunity Employer.
Each role at RBC offers a variety of development opportunities that are critical to an individual's career growth. In this role, the successful candidate can expect to gain experience in interacting with clients and developing general product/client knowledge.
Must be eligible to work in the US without sponsorship and reside within 50 miles of office.
Key Accountabilities:
In addition to your administrative support duties, you'll help 2 Financial Consultants by providing customer service to their clients, and your strong customer service orientation, knowledge of investment concepts and products and innovative thinking will make you a valued member of our sales support team.
RBC Wealth Management is a great place to grow, because we have the resources of a global financial leader. Yet we also maintain the entrepreneurial spirit and innovative culture of a "small firm.- So you'll not only be refining skills with a broad range of products, you'll also be learning strategies and solutions from some of the best in the business.
Education: High School Diploma / GED
Accreditations:
Skills: Adaptability, Business Acumen, Listening, Understanding and Responding, Relationship Building, Customer Service/ Service Partner Orientation
Minimum Salary: Not Available Maximum Salary: Not Available
We thank all interested candidates however only those selected for an interview will be contacted.
If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=506894-3-763
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