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RBC · 2 days ago

Wealth Strategist

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$110K/yr - $190K/yr

15+ years exp

RBC is a leading financial services company, and they are seeking a Wealth Strategist to enhance the client experience through financial planning, wealth transfer, and business planning for high-net-worth clients. The role involves collaborating with Financial Advisors and field leadership to ensure exceptional client service and to drive the adoption of complex financial planning strategies.

BankingFinancial ServicesWealth Management

Responsibilities

Generate or coordinate creation of proposals focusing on client’s wealth transfer goals and objectives, including estate, charitable and business succession planning solutions, helps recruit advisors and close business

Develop and promote sales ideas and effective business practices, works with advisors to identify opportunities and capture money in motion

Delivers the RBC planning client experience to clients with significant wealth and complex needs and consults with advisors on complex planning cases, provides estate, insurance and business succession planning and trust reviews

Conducts 'point of sale' presentations with advisors to help drive holistic wealth planning and solutions, coordinates other support as needed

Assists, trains and motivates FAs on key financial planning concepts and product solutions to gather assets of high-net-worth clients

Proactively identifies short and long-term business-building activities for individual FAs and teams

Serve as a Subject Matter Expert of the planning process and concepts, including effective client discovery, retirement income planning, social security, medical costs, insurance concepts, liquidity needs, plan presentation and plan monitoring

Contributes content and presents on various topics integral to training and development deliverables for the wealth planning team, the client strategies team and across the firm

Contributes and develops original thought leadership content that will be utilized by clients, media, Financial Advisors and the firm to provide insights and a view on specific themes and planning concepts

Qualification

Financial Services experienceEstate planning expertiseAnalytical skillsTraining program designClient counselingCustomer serviceLong term planningMulti-level communication