ZipRecruiter

Log In

2

Remote Rbc Wealth Management Jobs in Virginia (NOW HIRING)

Raven Ridge

Wealth Advisor

Portsmouth, VA · On-site +1

... Wealth Management, Investments or similar industry seeking an Account Management and Client ... This role is offering remote flexibility, however; it is NOT FULLY remote. Training will be done on ...

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Partial remote work * Salary range: $100-145,000 annually * Pay ranges are job specific and are ...

next page

Showing results 1-20

People also search for

All JobsRemote Rbc Wealth Management JobsRemote Rbc Wealth Management Jobs in Virginia

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 Virginia? The most popular types of Rbc Wealth Management jobs in Virginia are:
What are popular job titles related to Remote Rbc Wealth Management jobs in Virginia? For Remote Rbc Wealth Management jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Remote Rbc Wealth Management jobs in Virginia look for? The top searched job categories for Remote Rbc Wealth Management jobs in Virginia are:
What cities in Virginia are hiring for Remote Rbc Wealth Management jobs? Cities in Virginia with the most Remote Rbc Wealth Management job openings:
Remote Rbc Wealth Management jobs near you

Wealth Advisor

Raven Ridge

Portsmouth, VA • On-site, Remote

Full-time

Posted 7 days ago

Job description

Financial Advisor with CFP needed for full-time position offering 100% employer paid and generous benefits package, competitive compensation, and an existing book of business! This is an excellent opportunity for those with 2+yrs of experience in Financial Services, Wealth Management, Investments or similar industry seeking an Account Management and Client Retention focused role vs Sales. Exciting time to join a growing firm and tenured team of professionals that have an excellent reputation. This role is offering remote flexibility, however; it is NOT FULLY remote. Training will be done on-site and Advisors are expected to be in-office as needed to best serve clients.
Responsibilities
  • Work with clients and their family to develop and implement appropriate investment and financial planning goals and objectives
  • Monitor client accounts, and investment performance versus benchmarks, and develops insights for clients regarding key contributors and detractors
  • Reviews portfolio issues (i.e., taxes, liquidity events, etc.) quarterly
  • Manage investment transition for new clients
  • Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure
  • Provide recommendations to individuals and family enabling them to fulfill their financial goals
  • Identify insurance needs for clients and assess proper solutions
  • Discuss estate planning and work with internal and external resources to meet estate planning goals of the client.
  • Consultation with attorneys and accountants on financial, tax, and estate planning
  • Client meeting planning, facilitation, and presentation
  • Compliance with all industry rules and regulations and firm policies
Qualifications
  • Bachelor's degree from an accredited college or university
  • CFP preferred
  • 2+ years relevant experience
  • Strong organization, analytical, relationship building and communication skills
  • Competence with industry software to include CRM, Portfolio Management system, MS Office, etc.

Apply