Talent.com
Wealth Management Consultant

Wealth Management Consultant

RBC Capital Markets, LLCMinneapolis, MN, United States
6 days ago
Job type
  • Full-time
Job description

Job Description

What is the opportunity?

The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service and support areas within RBC's Private Client Group to ensure a coordinated support effort. They serve as the team lead for the Client Strategies teams which include a variety of in-field and home office based specialists that are divided by area of expertise, and regional coverage.

What will you do?

Coaching :

  • Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform.
  • Assist product management teams in developing, planning and presenting curriculums for Financial Advisor training sessions.

Marketing :

  • Develop a strong understanding of RBC's Investment Advisor Group policies and pricing structures to assist Financial Advisors in conducting business appropriately and making profitable pricing decisions.
  • Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance / annuity business. Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000.
  • Recruiting :

  • Assist Complex Directors and Branch Directors in Financial Advisor recruiting and on-boarding efforts.
  • Strategy :

  • Lead and quarterback the Client Strategies Team to support the needs of the complex(es) and to drive strategic initiatives.
  • Partner with Complex Director to aid in creating a thriving Financial Advisor culture within the complex.
  • Partner with Branch Directors to drive strategic initiatives within branches.
  • What do you need to succeed?

    Must-have

  • 7+ years of industry experience.
  • Series 7 and 65 securities licenses.
  • Excellent understanding of the financial services industry and branch office / financial advising responsibilities.
  • Minimum of a four-year college degree. MBA preferred.
  • Willingness to work on appropriate industry licenses and / or other appropriate industry designations (CIMA / CFA / CFP / AWM).
  • Proficiency with Microsoft Excel, Word, PowerPoint and Outlook.
  • 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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • 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 build close relationships with clients.
  • The expected salary range for this particular position is $85,000-150,000 for the Minneapolis location and $94,000-165,000 for the Chicago area, depending on your experience, skills, and registration status, market conditions and business needs.

    You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

    RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :

  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value
  • Job Skills

    Communication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Group Problem Solving, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Results-Oriented, Trusts and Estate Planning

    Additional Job Details

    Address :

    250 NICOLLET MALL : MINNEAPOLIS

    City : Minneapolis

    Country :

    United States of America

    Work hours / week : 40

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2025-10-21

    Application Deadline :

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

    I nclusion 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.

    Join our Talent Community

    Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

    Create a job alert for this search

    Wealth Management Consultant • Minneapolis, MN, United States

    Related jobs
    • Promoted
    Leasing Consultant

    Leasing Consultant

    Whitecap Management LLCExcelsior, MN, US
    Full-time
    Service-minded individuals thrive in this position, as do those who enjoy selling a product that they can truly be proud of representing! You will maintain relationships with current residents to e...Show moreLast updated: 4 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Edward JonesShakopee, MN, US
    Full-time
    This job posting is anticipated to remain open for 30 days, from 06-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 3 days ago
    • Promoted
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    DynataVictoria, MN, US
    Full-time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...Show moreLast updated: 4 days ago
    • Promoted
    Share Your Opinions. Earn Rewards.

    Share Your Opinions. Earn Rewards.

    Opinion EdgeAndover, MN, US
    Full-time
    Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show moreLast updated: 4 days ago
    • Promoted
    Actuarial Consultant ALDP - Minnetonka, MN

    Actuarial Consultant ALDP - Minnetonka, MN

    UnitedHealth GroupMinnetonka, MN, United States
    Full-time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Opinion Contributor

    Remote Opinion Contributor

    Prime InsightsEast Bethel, MN, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 4 days ago
    • Promoted
    Wealth Management Associate • •

    Wealth Management Associate • •

    Morgan StanleyWayzata, MN, US
    Full-time
    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. As senior members of the service team, thro...Show moreLast updated: 30+ days ago
    • Promoted
    Retail Sales Consultant

    Retail Sales Consultant

    SPECTRUMFarmington, MN, US
    Full-time
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $25 / hour through commission and incentives. Plus, enjoy perks like free and discounted int...Show moreLast updated: 4 days ago
    • Promoted
    Broker and Employer Technology Consultant - Remote

    Broker and Employer Technology Consultant - Remote

    UnitedHealth GroupMinnetonka, MN, United States
    Remote
    Full-time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...Show moreLast updated: 11 days ago
    • Promoted
    Actuarial Senior Consultant-Annuity Products (Hybrid)

    Actuarial Senior Consultant-Annuity Products (Hybrid)

    SecurianSaint Paul, MN, United States
    Full-time
    At Securian Financial the internal position title is Actuarial Sr Con.The Actuarial Senior Consultant-Annuity Products will provide leadership and expertise in the design, pricing, and implementati...Show moreLast updated: 30+ days ago
    • Promoted
    Principal, Product Management- Fluid Handling

    Principal, Product Management- Fluid Handling

    EntegrisChaska, MN, United States
    Full-time
    Principal, Product Management- Fluid Handling.Product Management efforts for our.Lead P&L management, including financial reporting and analysis tools such as growth trees and risks & opportunities...Show moreLast updated: 17 days ago
    • Promoted
    Global Financial Systems Co-Op - Spring 2026

    Global Financial Systems Co-Op - Spring 2026

    EntegrisChaska, MN, United States
    Full-time
    Global Financial Systems Co-Op - Spring 2026.Global Financial Systems Co-Op - Spring 2026.Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeki...Show moreLast updated: 30+ days ago
    • Promoted
    Entegris Leadership Development Program - Engineering

    Entegris Leadership Development Program - Engineering

    EntegrisChaska, MN, United States
    Permanent
    Entegris Leadership Development Program - Engineering.Jump start your Engineering Career at Entegris.Our Entegris Leadership Development Program (ELDP) is uniquely designed to provide new to market...Show moreLast updated: 10 days ago
    • Promoted
    Wealth Management Consultant

    Wealth Management Consultant

    Royal Bank of CanadaMinneapolis, MN, United States
    Full-time
    The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service...Show moreLast updated: 6 days ago
    • Promoted
    Actuarial Consultant, UHG Trend Analytics Team - Remote - Eden Prairie, MN preferred

    Actuarial Consultant, UHG Trend Analytics Team - Remote - Eden Prairie, MN preferred

    UnitedHealth GroupEden Prairie, MN, United States
    Remote
    Full-time
    UnitedHealth Group is a health care and well-being company that's dedicated to improving the health outcomes of millions around the world. We are comprised of two distinct and complementary business...Show moreLast updated: 3 days ago
    • Promoted
    Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

    Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

    Giving Tree SurrogacyElk River, MN, US
    Full-time +1
    We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate. In this role, you will be instrumental in supporting indi...Show moreLast updated: 4 days ago
    • Promoted
    Financial Consultant- Oakdale, MN

    Financial Consultant- Oakdale, MN

    Fidelity InvestmentsSaint Paul, MN, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 30+ days ago
    • Promoted
    Healthcare Economics Consultant - Remote

    Healthcare Economics Consultant - Remote

    UnitedHealth GroupMinnetonka, MN, United States
    Remote
    Full-time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...Show moreLast updated: 30+ days ago