Wealth Management Consultant jobs in United States
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RBC · 2 days ago

Wealth Management Consultant

positionChicago, IL
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$85K/yr - $150K/yr
date7+ years exp

RBC is a leading global financial institution, and they are seeking a Wealth Management Consultant to provide primary external sales support for Financial Advisors. The role involves coaching Financial Advisors, developing marketing strategies, assisting in recruiting, and leading strategic initiatives to enhance the Financial Advisor culture within the organization.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform
Assist product management teams in developing, planning and presenting curriculums for Financial Advisor training sessions
Develop a strong understanding of RBC’s Investment Advisor Group policies and pricing structures to assist Financial Advisors in conducting business appropriately and making profitable pricing decisions
Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance/annuity business
Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000
Assist Complex Directors and Branch Directors in Financial Advisor recruiting and on-boarding efforts
Lead and quarterback the Client Strategies Team to support the needs of the complex(es) and to drive strategic initiatives
Partner with Complex Director to aid in creating a thriving Financial Advisor culture within the complex
Partner with Branch Directors to drive strategic initiatives within branches

Qualification

Series 7 licenseSeries 65 licenseFinancial services knowledgeMicrosoft ExcelInvestment ConsultingInterpersonal RelationshipsCommunicationCritical ThinkingDecision MakingDetail-Oriented

Required

7+ years of industry experience
Series 7 and 65 securities licenses
Excellent understanding of the financial services industry and branch office/financial advising responsibilities
Minimum of a four-year college degree
Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM)
Proficiency with Microsoft Excel, Word, PowerPoint and Outlook

Preferred

MBA preferred

Benefits

401(k) program with company-matching contributions
Health, dental, vision, life, disability insurance
Paid-time off

Company

RBC

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Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
dateFounded in 1864
location
Toronto, Ontario, CAN
people-size10001+ employees
web-link
https://www.rbc.com

H1B Sponsorship

RBC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)

Funding

Current Stage
Public Company
Total Funding
$16.3B
2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M

Leadership Team

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Graeme Hepworth
Chief Risk Officer
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Kelly Bradley
Chief Human Resources Officer
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Recent News

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2026-01-09
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Canada NewsWire
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Company data provided by crunchbase