Job Category: Client Associate/Sales Associate/Sales Support
Job Type: Full Time
Employment Type: Regular - U.S.
Pay Type: Salaried
Work Hours/Week: 40
People Manager: No
Work Environment: Regional Office
% Travel Required: 0
Province/State/County: Texas (US-TX)
Address: 550 West Texas, Suite 120, Midland, TX
Requisition ID: 21025
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.
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.
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
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.
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.
Interested in finding out more? Click here .
RBC - 23 months ago
We’re a 79,000-strong global financial services team serving more than 18 million business, individual, and institutional clients...