Job Information
RBC Associate Financial Advosor in MEQUON, Wisconsin
JOB REQUIREMENTS: Job Summary Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor\'s goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals. What will you do? Study for and obtain the Associate Financial Advisor program\'s required licensing Study and pass series 7 exam. Study and pass series 66 and life and health insurance exams. Complete Associate Financial Advisor program assignments within the curriculum\'s timelines RBC tools and technology introduction RBC policies and procedures Products and services-including scenarios and case studies Compliance Planning, marketing, prospecting, and servicing Report activities and results per the Associate Financial Advisor program\'s requirements Implement specific coaching from the Associate Financial Advisor sales manager Become familiar with RBC Wealth Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies Complete all RBC WM new employee orientation online modules and others as required What do you need to succeed? Must-have Bachelor\'s degree or equivalent work experience Ability to obtain Series 7 and Series 66 within 120 days of beginning employment at RBC Ability to take initiative and function independently Excellent interpersonal and marketing skills Strong drive and dedication Demonstrated ability to develop and promote business;a track record of success Ability to make solid decisions in a fast paced, quick turnaroundenvironment Nice-to-have Entrepreneurial experience Active in a community, athletic or business group Fundraising experience What\'s in it for you? 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 including bonuses and flexible benefits, competitive compensation, commissions, and stock... For full info follow application link. RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/7999526C3E444048