Associate Financial Advisor

What is the opportunity?

We have an exciting opportunity to join our Leawood, KS branch as an Associate Financial Advisor! This role is supporting a top Financial Advisor Team and will be focused on building deep connections with clients that will last for generations.

As an Associate Financial Advisor (AFA), you be building meaningful relationships daily. You will grow existing relationships and prospect to create new wealth management relationships. We provide a white-glove experience to our clients so consistency and professionalism are key to our success. Come ready to share your ideas with your entrepreneurial mindset and collaborate with our team working toward a unified goal. We need a self-starter, someone adaptable to dynamic markets and client sentiment and an always-on learning mindset.

If this feels like the right opportunity for you, we hope you consider applying to learn more! The Hollub & Svejda Group - About our team

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, this may also include introducing additional products and services

  • Compliance

  • Planning, marketing, prospecting, and servicing including collecting and analyzing client's financial information to educate new and existing clients

• Report activities and results per the Associate Financial Advisor program's requirements

  • Implement specific coaching from the Associate Financial Advisor sales manager

• Get 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

  • Participate in ongoing professional development opportunities

  • 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
• Basic understanding of financial markets, insurance and taxes
• Ability to obtain Series 7 and Series 66 within 120 days of beginning employment at RBC
• Ability to take initiative and function independently with an entrepreneurial mindset
• Excellent interpersonal and marketing skills
• 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 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

• Flexible work/life balance options

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities

• Access to a variety of job opportunities across business

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.