Senior Wealth Strategist

Job Description

As a Wealth Strategist, your role will be focused on integrating and driving the adoption of financial planning as part of the core client experience, as well as wealth transfer and business planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents and resources in gathering and maintaining assets of high-net-worth and ultra-high-net-worth clients. Additionally, you will work closely with field leadership, service and support areas within Private Client Group (PCG) to ensure a collaborative support effort and exceptional client experience.

Serve as a resource for Financial Advisors with issues affecting high net worth and ultra-high-net-worth clients, such as: complex financial, estate, gift and charitable planning, personal trust planning, business succession planning, multi-generational planning and strategies for dealing with concentrated equity positions and employee stock  addition, you will serve as a subject matter expert developing educational content and conducting client seminars and training sessions for Financial Advisors, other RBC Wealth Management employees, media and outside centers of influence, such as attorneys and Certified Public Accountants.

• Comprehensive wealth and transfer planning for high-net-worth and ultra-high-net-worth clients (60%)
  • Drives adoption of financial planning approach and the RBC Wealth Planning Platform
  • Generates or coordinates creation of proposals focusing on client’s wealth transfer goals and objectives, including estate, charitable and business succession planning solutions, helps recruit advisors and close business.
  • Develops and promotes sales ideas and effective business practices, works with advisors to identify opportunities and capture money in motion
  • Delivers the RBC planning client experience to clients with significant wealth and complex needs.
  • Consults with advisors on complex planning cases, provides estate, insurance and business succession planning and trust reviews.
  • Conducts “point of sale” presentations with advisors to help drive holistic wealth planning and solutions, coordinates other support as needed
• Content and educational contribution (20%)
  • Contributes and develops original thought leadership content that will be utilized by clients, media, Financial Advisors and the firm to provide insights and a view on specific themes and planning concepts.
  • Conducts targeted training and development programs
  • Contributes content and presents on various topics integral to training and development deliverables for the wealth planning team, the client strategies team and across the firm.
• Financial Advisor Development (20%)
  • Assists, trains and motivates FAs on key financial planning concepts and product solutions to gather assets of high-net-worth and ultra-high-net worth clients
  • Proactively identifies short and long-term business-building activities for individual FAs and teams.
  • Contacts top producing FAs regarding new sales, prospecting and training ideas
  • Develops and follows a regular communication plan to support Divisional Directors, Complex Directors, Branch Directors and target FAs.
  • Manages assigned territory and tracks and reports weekly travel, business activities and CRM requirements

• Bachelor's degree in business or related field, advance degree preferred
• 15+ years Financial Services industry experience
• 10+ years of in-depth expertise in estate or planning products
• Securities industry licenses 7 and 66 (or 7, 63 and 65)
• Experience with design and implementation of training programs
• In-depth knowledge of the financial services industry and branch office/financial advisor responsibilities
• Knowledge of vendors and their products/programs
• Strong analytical skills
• Excellent oral and written communication skills including advanced presentation skills
• Strong customer service focus

• JD and/or CPA
• MBA
• CFP, CPWA, CLU and/or ChFC designation
• Insurance Advanced Marketing experience

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