More jobs:
Job Description & How to Apply Below
Advance in your finance career with RBC as a Senior Financial Associate in Philadelphia. Utilize your investment expertise to manage portfolios and support client growth initiatives.
In this pivotal role, you'll work within a collaborative team to foster business development. You'll be responsible for portfolio analysis, client education, and recommending investments based on tailored objectives. Independence and initiative are key, as you will help amplify the FA Team’s efforts.
Key Responsibilities:
• Acquire new clients and manage their accounts
• Analyze and recommend investment strategies
• Educate clients on various financial products
• Evaluate and track clients’ investment performance
• Design marketing plans for effective client outreach
Requirements:
• At least 5 years of experience in finance
• Required licenses:
Series 7, Series 66 (or 63/65)
• Deep understanding of market dynamics and retirement options
• Proficient in fixed income, equities, and funds
• Excellent communication and organizational skills
Drive results and make a significant impact at RBC Wealth Management through your financial acumen.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×