Senior Financial Associate - Midland, TX (21025)
RBC - Texas

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Job Category: Client Associate/Sales Associate/Sales Support

Job Type: Full Time

Employment Type: Regular - U.S.

Pay Type: Salaried

Exempt/Non-Exempt: Exempt

Work Schedule:
Work Hours/Week: 40

People Manager: No

Work Environment: Regional Office

% Travel Required: 0

Province/State/County: Texas (US-TX)

City: Midland

Address: 550 West Texas, Suite 120, Midland, TX

Requisition ID: 21025

Position Purpose:
Do what you love and love what you do! Become a Senior Financial Associate at RBC. Are you ready to advance your career? As a Senior Financial Associate with RBC Wealth Management – one of the nation’s largest full-service investment firms – you’ll play a key role in helping clients build and manage wealth.

Key Accountabilities:
In addition to handling some high-level administrative support tasks, you’ll partner with Financial Advisors to develop new business and gather assets to manage. You’ll actively be involved in the solicitation and education of new clients and in the introduction of products and services. So your strong sales orientation, marketing expertise, and innovative thinking will make you an important member of our team.


Basic Requirements

High school diploma or equivalent GED

Minimum of 5 years of securities industry experience

Series 7 license and Series 63 (or 66) license

Must be eligible to work in the US without sponsorship and reside within 50 miles of office

Minimum Qualifications (Knowledge, Skills & Abilities)

Advanced understanding of the stock market and in-depth knowledge of investments and regulatory policies and procedures

Demonstrated sales skills, preferably in investments

Advanced math and analytical skills, including ability to analyze client portfolios

Advanced computer skills (Microsoft Word, Excel, and Outlook.)

Strong verbal, written, and inter-personal communication skills including influencing and negotiating skills

Advanced problem-solving ability


Able to independently manage multiple demands and competing priorities

Highly motivated

Acts as a role model - able to mentor others and work effectively as part of a team

Able to work effectively in a fast-paced, detail and deadline-oriented environment


Associate of Arts degree, Bachelor of Science degree or equivalent work experience required

7 years of securities industry experience

RBC Wealth Management is a great place to work because we have the resources of a global financial leader. Yet we also maintain the entrepreneurial spirit and innovative culture of a “small firm.” Which means you’ll be refining skills with a broad range of products while you are learning financial sales from some of the best in the business. We offer a competitive salary, comprehensive benefits and advancement opportunities for motivated employees.

  • LI-MM1
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.


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