Senior Financial Associate / Financial Planner- Philadelphia, PA
RBC - Philadelphia, PA

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Position Purpose:
Can you handle a large volume of referral leads? If so, we have an immediate opportunity for a Financial Planner to work with a fast growing Private Wealth Management team that is part of one of the nation’s largest full-service investment firms. We are seeking a licensed candidate that holds a CFP and /or CPA designation and will be responsible for all aspects of managing and growing a book of financial planning clients.

Key Accountabilities:
Responsibilities include, but are not limited to the following:

Regularly open new account and gather assets through a large volume of referral lead flow; referrals are supplied

Conduct periodic update meetings and client fact finder meetings

Conduct in-depth analyses of client portfolios and provide financial planning services and technical coaching advice to clients in all areas, including estate planning, investment planning, retirement planning, education planning and insurance planning. Assist clients to execute their plan

Submitting and tracking process in database

Implement asset allocation strategies consistent with firm philosophy

Direct and oversee the data entry and plan production for client planning matters

Develop, manage and retain client relationships

Prepare financial plans for prospective clients

Function independently in the financial consultants’ absence and maintain all aspects of the business in accordance with all applicable policies and procedures

Job Requirements: (Knowledge/ Experience):
Minimum Requirements

Minimum 3 years of industry experience

Experience in working directly with high net worth clients

Series 7 license and 65 or 66 license

CFP and /or CPA designation

Ability to operate within a team structure

Excellent organizational skills

Strong written, verbal, and inter-personal communication skills

Technical proficiency in developing customized financial plans

Resourceful with advanced problem solving ability

Ability to understand, and communicate complex estate and financial planning concepts based on a client’s situation

Authorized to work in the U S on a full time basis for any employer

When you apply please include a cover letter stating your interest in the position and your salary requirements.

RBC Wealth Management is a great place for Financial Planners like you, because we have the financial strength and resources of a global financial leader yet we also maintain the entrepreneurial spirit of a “small firm.” You’ll benefit from having a well-developed infrastructure of support while enjoying an environment that both encourages and rewards your innovative thinking.

We offer a competitive salary, comprehensive benefits and advancement opportunities for motivated employees.

Required Skills/ Competencies/ Attributes:
High School Diploma / GED

Required Accreditation(s):
Special Conditions:

Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best – put clients first.


RBC - 3 years ago - save job - block
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The Royal Bank of Canada is the largest financial institution in Canada, as measured by deposits, revenues, and market capitalization. The...