Senior Financial Associate

What is the opportunity?

Join the Empower House Financial Group, made up of three generations of advisors that have forged a generation of trust and continuity for families since the 1950s. You will support clients through the various stages of wealth; growing their wealth, preserving their wealth and transfer of their wealth to the next generation. The Empower House Financial Group has been nationally recognized, with a lead advisor, Nora Yousif, named to Forbes Top Women Wealth Advisors Best-In-State award in 2023 and 2024, and a Forbes Next-Gen Wealth Advisor in 2023. The team has been featured on CNBC, NBC and other news outlets.

This is a thrilling opportunity to take a leading role on this team as a Senior Financial Associate. You will be actively involved in cultivating client relationships. You will have the ability to function independently on behalf of the Financial Advisor team, with minimal direction.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Gradually take on the role as the main financial contact and relationship manager for ~150 families.
• Conduct annual reviews with clients going over their portfolios, performance, economic updates, and life events that may affect their long range wealth plan. Promptly execute rebalances as part of clients' annual reviews. Edit their wealth plan as necessary and update our CRM with detailed client notes.
• Collect and analyze client's financial information to educate new and existing clients; this may include introducing additional products and services.
• Monitor and evaluate clients' investment needs and progress by reviewing transactions, monthly statements, market research and ongoing client communications.
• Identify opportunities to improve effectiveness for the advisor team.

What do you need to succeed?

Must-have

• 7+ years industry experience
• Series 7, Series 66 (or 63/65) and State licenses consistent with those of the FA(s) this person supports
• Excellent understanding of fixed income, equities, mutual funds, the stock market, long term investing, financial and retirement planning
• Excellent interpersonal, verbal and written communication skills and able to independently manage multiple demands and competing priorities
• Detail orientated, strong analytical and organizational skills and able to work effectively in a fast-paced, deadline-oriented environment
• Strong client service orientation, providing excellence in all aspect of support

Nice-to-have

• CFP designation preferred
• Bachelor's degree
• Advanced computer skills

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, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

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