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Remote Rbc Wealth Management Jobs in California (NOW HIRING)

DataAnnotation

FP&A Manager - AI Trainer

Glendale, CA · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

DataAnnotation

FP&A Manager - AI Trainer

Concord, CA · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

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All JobsRbc Wealth Management JobsRemote Rbc Wealth Management JobsRemote Rbc Wealth Management Jobs in California

Remote Rbc Wealth Management information

What is the difference between Remote Rbc Wealth Management vs Remote Financial Advisor?

AspectRemote Rbc Wealth ManagementRemote Financial Advisor
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentBank-affiliated, corporate settingIndependent or firm-affiliated, client-focused
Employer & IndustryRBC, banking and wealth management industryFinancial services firms, independent or corporate

Remote Rbc Wealth Management professionals typically work within RBC's banking environment, focusing on high-net-worth clients, while Remote Financial Advisors may work independently or for various firms, offering broader financial planning services. Both roles require similar certifications and serve clients remotely, but their employer settings and client focus differ.

What are the most commonly searched types of Rbc Wealth Management jobs in California?

The most popular types of Rbc Wealth Management jobs in California are:

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For Remote Rbc Wealth Management jobs in California, the most frequently searched job titles are:

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Cities in California with the most Remote Rbc Wealth Management job openings:

Remote Rbc Wealth Management jobs near you

Associate Account Manager, Entertainment (Remote, PST)

NFP Corp

Westlake Village, CA • On-site, Remote

$55K - $65K/yr

Full-time

Medical, Retirement, PTO

Posted 11 days ago

Job description

Posting Description
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Essential Duties and Responsibilities:
  • Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
  • Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
  • Reviews work for accuracy, completeness, and client readiness before delivery, raising questions or issues to Account Managers as appropriate
  • Maintains client documentation in accordance with internal standards and systems
  • Participates in client and internal meeting as appropriate to establish understanding of account management and client servicing
  • Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
  • Establish foundational knowledge of building and maintaining relationships with clients and carriers
  • Completes training and development activities aligned to progression into an Account Manager role
Knowledge, Skills, and/or Abilities:
  • Strong organizational skills and attention to detail
  • Effective written and verbal communication skills
  • Ability to handle multiple tasks and follow through on assignments
  • Willingness and ability to learn insurance products, processes and systems
  • Collaborative mentality with ability to work across teams
  • Basic analytical and problem-solving capabilities
  • Foundational level of experience in Microsoft Suite
  • Ability to learn how to read & reconcile financial reports
Education and/or Experience:
  • Associate's degree or equivalent required; BA/BS or equivalent experience preferred.
  • 0-3 years of relevant client service and/or industry and product line experience.
  • Certificates, Licenses, Registration: Property & Casualty License required
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, ultimately, we exist to be there for others. The base salary range for this position is $55,000 - $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
#LI-REMOTE
#LI-BW1

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