Hiring: Senior Financial Associate Company: RBC Location: Raleigh, NC Job Posted Time: 2026-09-03 07:42:04 Employment Type: Full-time About the job Experience: •5+ years industry experience Required Skills: •As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team’s business. You will have the ability to function independently on behalf of the FA 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. •Regularly gather new client accounts and build assets under management for FA Team. •Conduct in-depth analyses of client portfolios. Research recommendations, select suitable investments based on client’s investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute approved transactions. •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 client contact. •Promote business growth programs and services, develop detailed marketing plans for client acquisition and identify opportunities to improve sales effectiveness for FA Team. •What do you need to succeed? Qualifications: •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 •Bachelor’s Degree •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 •Demonstrated capacity to make a difference and lasting impact •Work in a dynamic, collaborative, progressive, and high-performing team •Opportunities to do challenging work Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!