Senior Financial Associate

Royal Bank of Canada

Dallas, TX, United States
Base: not specified; bonus/equity: commissions + b...
Retirement plan design expertise
Investment portfolio analysis
Client relationship management
The role involves collaborating closely with retirement plan sponsors and participants to design, implement, and manage customized retirement solutions

Job Summary

  • The role involves collaborating closely with retirement plan sponsors and participants to design, implement, and manage customized retirement solutions.
  • Candidates will benefit from a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and stock where applicable.
  • RBC fosters an inclusive workplace that supports employee growth, innovation, and collaboration to deliver trusted advice and create value for clients and communities.

Matching Summary

The role involves collaborating closely with retirement plan sponsors and participants to design, implement, and manage customized retirement solutions.

Salary

Base: Not specified; Bonus/Equity: Commissions and bonuses available; Benefits: Flexible benefits and stock where applicable

Skills & Requirements

Must-have

  • retirement plan design expertise
  • investment portfolio analysis
  • client relationship management
  • compliance with ERISA, IRS, DOL
  • frequent travel up to 50%
  • business development with institutional clients

Nice-to-have

  • strong communication skills
  • ability to manage multiple priorities
  • detail oriented and analytical
  • executive presence
  • collaborative team environment
  • progressive career growth opportunities

Key Requirements

  • 7+ years financial services experience
  • Series 7 and Series 66 (or 63/65) licenses
  • State licenses consistent with FA support
  • Bachelor’s Degree
  • CFP designation preferred
  • residence in Dallas-Fort Worth area

Work Rights

Not specified

Tailored Resume

Cover Letter