Industry: Financial Planning Consultants,Investment Management,Financial Planners
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
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Full Job Description
RBC Wealth Management Branch – Houston Memorial
Financial Planning Consultant
RBC Wealth Management is a leading provider of financial services to individuals, families, and institutions. We are dedicated to helping our clients achieve their financial goals through personalized advice and guidance. Our Houston Memorial branch is currently seeking a Financial Planning Consultant to join our team.
Job Responsibilities:
- Work closely with clients to understand their financial goals, objectives, and risk tolerance
- Develop comprehensive financial plans that align with clients’ needs and aspirations
- Provide recommendations on investment strategies, retirement planning, tax planning, estate planning, and insurance
- Review and monitor clients’ financial plans on a regular basis to ensure they remain on track to meet their goals
- Collaborate with other team members to deliver an exceptional client experience
Qualifications:
- Bachelor’s degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- 2+ years of experience in financial planning or wealth management
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills
Benefits:
- Competitive salary and bonus potential
- Comprehensive benefits package, including health insurance, 401(k) matching, and paid time off
- Opportunity for career growth and development within a leading financial services firm
- Supportive and collaborative work environment
Investment Management
Are you passionate about helping clients achieve their financial goals through strategic investment management? If so, we have an exciting opportunity for you to join the Investment Management team at RBC Wealth Management’s Houston Memorial branch.
Job Responsibilities:
- Manage clients’ investment portfolios in line with their financial objectives and risk tolerance
- Conduct research and analysis to identify investment opportunities that align with clients’ goals
- Develop and implement investment strategies to optimize clients’ returns and minimize risks
- Monitor market trends and economic indicators to make informed investment decisions
- Build and maintain relationships with clients to provide ongoing investment advice and support
Qualifications:
- Bachelor’s degree in Finance, Economics, or related field
- Chartered Financial Analyst (CFA) designation preferred
- 3+ years of experience in investment management or portfolio management
- Proven track record of success in managing investment portfolios
- Strong understanding of financial markets and investment products
Benefits:
- Competitive compensation package, including performance-based bonuses
- Comprehensive benefits package, including health insurance, retirement savings plan, and paid time off
- Opportunity for professional development and advancement within a reputable financial services firm
- Work with a team of experienced professionals in a collaborative and supportive environment
Financial Planners
RBC Wealth Management’s Houston Memorial branch is looking for talented Financial Planners to join our team. If you are passionate about helping clients achieve their financial goals and have a strong background in financial planning, we want to hear from you.
Job Responsibilities:
- Work with clients to assess their financial situation and develop customized financial plans
- Provide recommendations on retirement planning, estate planning, tax strategies, and investment opportunities
- Monitor clients’ progress towards their financial goals and make adjustments as needed
- Stay up-to-date on industry trends and regulations to ensure compliance and best practices
- Build and maintain relationships with clients to provide ongoing advice and support
Qualifications:
- Bachelor’s degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) designation
- Minimum of 3 years of experience in financial planning or wealth management
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
Benefits:
- Competitive salary and performance-based bonuses
- Comprehensive benefits package, including health insurance, retirement savings plan, and tuition reimbursement
- Opportunity for career advancement and professional development
- Work in a collaborative and supportive environment with a team of experienced professionals
If you are interested in joining RBC Wealth Management’s Houston Memorial branch as a Financial Planning Consultant, Investment Manager, or Financial Planner, we invite you to apply on this page. We look forward to hearing from you!
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