Financial Advisor Transition Consultant
RBC, Houston, TX, United States
Financial Advisor Transition Consultant
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 Transition 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.
This role will require regular travel 75% of the time. We are open to candidates in any of our major metropolitan locations.
Partner with branch, complex and divisional management teams to coordinate and execute a best-in-class onboarding experience
Assist field leadership throughout the new recruit hiring process includes new hire requirements and book of business vetting
Assist in the onboarding of new FAs, support staff and clients
Assist with integration of the new AOS platform into the onboarding process to accelerate account opening and the transition of client assets to RBC USWM
Enhance the client experience by including other US Wealth Management key initiatives into the onboarding process
Develop, update and maintain resources used internally within the team and with the fieldsuch as procedures, templates, checklists and other resources
Must-have
Bachelor's degree or job-related experience
Minimum of 1-3 years' experience at a wealth management firm
Proven dedication to and focus to client service
Strong communication skills
Strong ability to ask critical questions, anticipate problems/future needs, and take ownership
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)
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 $70,000-$120,000, (Chicago), $55,000-$95,000, (Denver, Minneapolis), 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
Accounting, Decision Making, Financial Planning and Analysis (FP&A), Financial Reporting and Analysis, Results-Oriented
750 TOWN AND COUNTRY BOULEVARD:HOUSTON
Houston
United States of America
40
Full time
WEALTH MANAGEMENT
Regular
Salaried
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 Transition 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.
This role will require regular travel 75% of the time. We are open to candidates in any of our major metropolitan locations.
Partner with branch, complex and divisional management teams to coordinate and execute a best-in-class onboarding experience
Assist field leadership throughout the new recruit hiring process includes new hire requirements and book of business vetting
Assist in the onboarding of new FAs, support staff and clients
Assist with integration of the new AOS platform into the onboarding process to accelerate account opening and the transition of client assets to RBC USWM
Enhance the client experience by including other US Wealth Management key initiatives into the onboarding process
Develop, update and maintain resources used internally within the team and with the fieldsuch as procedures, templates, checklists and other resources
Must-have
Bachelor's degree or job-related experience
Minimum of 1-3 years' experience at a wealth management firm
Proven dedication to and focus to client service
Strong communication skills
Strong ability to ask critical questions, anticipate problems/future needs, and take ownership
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)
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 $70,000-$120,000, (Chicago), $55,000-$95,000, (Denver, Minneapolis), 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
Accounting, Decision Making, Financial Planning and Analysis (FP&A), Financial Reporting and Analysis, Results-Oriented
750 TOWN AND COUNTRY BOULEVARD:HOUSTON
Houston
United States of America
40
Full time
WEALTH MANAGEMENT
Regular
Salaried