Senior Financial Associate

Royal Bank of Canada

Phoenix, Arizona, United States
Base: not specified; bonus/equity: commissions + s...
Client portfolio analysis
Investment recommendation research
Execution of approved transactions
As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team’s business

Job Summary

  • As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team’s business.
  • We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable is provided.

Matching Summary

As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team’s business.

Salary

Base: Not specified; Bonus/Equity: Commissions and stock where applicable; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Client portfolio analysis
  • Investment recommendation research
  • Execution of approved transactions
  • Asset gathering and management
  • Knowledge of stock market and investments
  • Advanced computer skills

Nice-to-have

  • Excellent interpersonal communication skills
  • Strong analytical and organizational skills
  • Ability to manage multiple priorities
  • Detail oriented
  • Ability to work in fast-paced environment

Key Requirements

  • 5+ years industry experience
  • Series 7 license
  • Series 66 or 63/65 license
  • State licenses consistent with FA(s) supported
  • Bachelor’s Degree
  • CFP designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter