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RBC · 5 days ago

Wealth Strategist

Denver, CO

Full-time

Onsite

Senior Level, Lead/Staff

$85K/yr - $150K/yr

10+ years exp

RBC is a leading financial institution, and they are seeking a Wealth Strategist to enhance the client experience through financial planning and wealth transfer strategies. The role involves collaborating with Financial Advisors to support high net worth clients in various financial planning aspects, including estate and business succession planning.

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

Educates and coaches advisors and field leadership on fundamentals and importance of building a wealth planning practice and assist with more complicated planning cases

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

Qualification

Financial Services experienceEstate planning expertiseSecurities licenses 7Training program implementationAdvanced presentation skillsAnalytical skillsCoachingClient discoveryOral communicationWritten communicationCollaboration