Senior Financial Associate

Royal Bank of Canada

Brookfield, WI, United States
Base: not specified; bonus/equity: bonuses, commis...
Client portfolio analysis
Investment product knowledge
Regulatory compliance expertise
As a Senior Financial Associate, you will be a key member of a large producing team and 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 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 actively involved in growing and cultivating the FA Team’s business.

Salary

Base: Not specified; Bonus/Equity: Bonuses, commissions, and stock where applicable; Benefits: Flexible benefits and comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • Client portfolio analysis
  • Investment product knowledge
  • Regulatory compliance expertise
  • Advanced Microsoft Office skills
  • Client acquisition and marketing

Nice-to-have

  • Excellent interpersonal communication
  • Strong organizational skills
  • Ability to manage competing priorities
  • Detail oriented and analytical
  • Team collaboration and coaching

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