Financial Advisor Services Consultant

RBC • Minneapolis, MN

2d • $55,000 - $95,000

About The Position

What is the opportunity? At RBC, our culture is deeply supportive and rich in opportunity and reward. In this role you will have the opportunity to help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. As a Financial Advisor Services Consultant, you will partner with our recruiting teams and field leadership to provide a delightful and seamless experience to Advisors, their business, and clients’ onboarding to RBC Wealth Management. What will you do? Partner with branch, complex and divisional management teams to coordinate and execute a best-in-class onboarding experience Partner with internal teams to help with adding services to and advisors book of business Primary focus will be account inception into advisory programs Secondary services (ACH, Checking, etc.) as needed Assist in the onboarding of new FAs, support staff and clients Assist with integration of the AOS platform into the onboarding process to expedite account opening and the transition of client assets to US Wealth Management Provide onsite support to enhance the onboarding experience for recruits and their clients, through coaching of best practices Leverage Salesforce to automate and streamline onboarding processes Develop, update and maintain resources used internally within the team and with the field—such as procedures, templates and checklists Gather feedback to drive platform enhancements that create a more efficient and holistic onboarding experience for both Financial Advisors and their clients (AOS, Wealth Management Online, Cash Management, etc.) Participate in transition calls with new recruits to ensure all transition needs are met prior to start date What do you need to succeed? Must-have Bachelor’s degree or job-related experience 1-3 years’ experience at a wealth management firm Proven dedication to and focus on client service Strong communication skills Ability to ask critical questions, anticipate problems/future needs and take ownership Ability to travel for business as needed (40-50%) Nice-to-have Demonstrated experience supporting financial advisors and client associates at a wealth management firm Demonstrated experience working with different functional groups at a wealth management firm Series 7 and 66 (or ability to attain) What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this particular position is $55,000-$95,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value

Requirements

• Bachelor’s degree or job-related experience
• 1-3 years’ experience at a wealth management firm
• Proven dedication to and focus on client service
• Strong communication skills
• Ability to ask critical questions, anticipate problems/future needs and take ownership
• Ability to travel for business as needed (40-50%)

Nice To Haves

• Demonstrated experience supporting financial advisors and client associates at a wealth management firm
• Demonstrated experience working with different functional groups at a wealth management firm
• Series 7 and 66 (or ability to attain)

Responsibilities

• Partner with branch, complex and divisional management teams to coordinate and execute a best-in-class onboarding experience
• Partner with internal teams to help with adding services to and advisors book of business
• Primary focus will be account inception into advisory programs
• Secondary services (ACH, Checking, etc.) as needed
• Assist in the onboarding of new FAs, support staff and clients
• Assist with integration of the AOS platform into the onboarding process to expedite account opening and the transition of client assets to US Wealth Management
• Provide onsite support to enhance the onboarding experience for recruits and their clients, through coaching of best practices
• Leverage Salesforce to automate and streamline onboarding processes
• Develop, update and maintain resources used internally within the team and with the field—such as procedures, templates and checklists
• Gather feedback to drive platform enhancements that create a more efficient and holistic onboarding experience for both Financial Advisors and their clients (AOS, Wealth Management Online, Cash Management, etc.)
• Participate in transition calls with new recruits to ensure all transition needs are met prior to start date

Benefits

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees