Investment Associate

Royal Bank of Canada

Larkspur, United States
Base: $60,000 - $100,000; bonus/equity: discretion...
Analytical and communication skills
Client relationship management
Investment strategy communication
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future

Job Summary

  • Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.
  • 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.

Matching Summary

Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.

Salary

Base: $60,000 - $100,000; Bonus/Equity: Discretionary bonus and commissions; Benefits: 401(k) with company match, health, dental, vision, life and disability insurance, paid time-off

Skills & Requirements

Must-have

  • Analytical and communication skills
  • Client relationship management
  • Investment strategy communication
  • Account processing and monitoring
  • Customer service skills
  • Computer proficiency

Nice-to-have

  • Salesforce experience
  • Knowledge of Money Guide Pro planning software
  • Ability to navigate fast-paced environment
  • Detail-oriented
  • Outstanding written and verbal communication
  • Problem solving skills

Key Requirements

  • 3+ years Registered Client Associate experience
  • Series 7 and 66 (or 63/65) licenses
  • Advanced understanding of stock market and investments
  • Working knowledge of fixed income products, equities, mutual funds, insurance, annuities
  • Applicable compliance rules and regulations

Work Rights

Not specified

Tailored Resume

Cover Letter