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RBC · 1 day ago

Senior Wealth Strategist

Frisco, Texas, United States of America

Full-time

Onsite

Senior Level, Lead/Staff

15+ years exp

RBC is a leading financial services provider, and they are seeking a Senior Wealth Strategist to enhance the client experience through comprehensive financial planning. The role involves working closely with Financial Advisors to support high-net-worth clients in areas such as estate planning, wealth transfer, and business succession planning.

BankingFinancial ServicesWealth Management

Responsibilities

Comprehensive wealth and transfer planning for high-net-worth and ultra-high-net-worth clients (60)

Drives adoption of financial planning approach and the RBC Wealth Planning Platform

Generates or coordinates 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

Develops and promotes 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

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

Content and educational contribution (20)

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

Conducts targeted training and development programs

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

Financial Advisor Development (20)

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

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

Contacts top producing FAs regarding new sales, prospecting and training ideas

Develops and follows a regular communication plan to support Divisional Directors, Complex Directors, Branch Directors and target FAs

Manages assigned territory and tracks and reports weekly travel, business activities and CRM requirements

Qualification

Financial Services experienceEstate planning expertiseSecurities licenses 7Training program designAnalytical skillsCustomer service focusClient counselingLong term planningCommunication