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Senior Rbc Wealth Management Jobs in Rhode Island

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Senior Swim Instructor

West Warwick, RI · On-site

$19 - $21/hr

Reporting directly to the General Manager, the Senior Instructor plays a key role in maintaining a ... Wealth Benefits(30+ hours per week) Responsibilities: Curriculum / Training * Provide initial ...

Amgen

Imaging Specialist Manager

Providence, RI · On-site +1

... senior management WIN What we expectofyou We are all different, yet we all use our unique ... Generous Total Rewards Plan comprising health, finance and wealth, work/life balance, and career ...

Citizens

Collateral Fulfillment Manager

Johnston, RI · Hybrid

... CRM Review Management, and senior CRM leadership to ensure appraisal orders are managed ... Work collaboratively with Operations, Sales, Underwriting, Private Banking, and Wealth partners to ...

Citizens

Collateral Fulfillment Manager

Johnston, RI · Hybrid

... CRM Review Management, and senior CRM leadership to ensure appraisal orders are managed ... Work collaboratively with Operations, Sales, Underwriting, Private Banking, and Wealth partners to ...

Citizens

Collateral Fulfillment Manager

Johnston, RI · Hybrid

... CRM Review Management, and senior CRM leadership to ensure appraisal orders are managed ... Work collaboratively with Operations, Sales, Underwriting, Private Banking, and Wealth partners to ...

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Senior Rbc Wealth Management information

What does a Senior RBC Wealth Management professional do?

A Senior RBC Wealth Management professional provides advanced financial advice and investment solutions to high-net-worth individuals, families, and businesses. They help clients develop personalized wealth management strategies, which may include investment planning, retirement planning, estate planning, and tax optimization. Leveraging their expertise and RBC’s resources, they aim to protect and grow clients’ assets while building long-term relationships based on trust and financial goals.

What are the key skills and qualifications needed to thrive as a Senior RBC Wealth Management professional?

To thrive as a Senior RBC Wealth Management professional, you need in-depth knowledge of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or a related field and relevant certifications such as CFA or CFP. Proficiency with portfolio management tools, financial analysis software, and CRM systems is commonly required. Exceptional communication, relationship-building, and problem-solving skills set top performers apart in this client-focused role. These skills are crucial for delivering tailored wealth solutions, maintaining client trust, and ensuring regulatory adherence in a competitive financial environment.

How does a Senior RBC Wealth Management professional typically collaborate with other teams to deliver comprehensive client solutions?

In the Senior RBC Wealth Management role, professionals work closely with various internal teams such as investment advisors, financial planners, tax specialists, and trust professionals to provide holistic wealth solutions for clients. Collaboration often involves regular strategy meetings, joint client consultations, and the development of tailored financial plans that address complex needs. This integrated approach helps ensure clients receive well-rounded advice and services, while also offering the opportunity for senior professionals to mentor junior staff and contribute to team knowledge sharing.

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

AspectSenior Rbc Wealth ManagementFinancial Advisor
CertificationsCFP, CFA, or equivalentCFP, Series 7, 66/65
Work EnvironmentBank branches, private client officesIndependent or firm-based, client meetings
Employer & IndustryRoyal Bank of Canada, banking & wealth managementVarious financial firms, independent practices

Senior Rbc Wealth Management professionals typically hold advanced certifications like CFP or CFA and work within RBC's banking environment, focusing on high-net-worth clients. Financial Advisors may have similar certifications but often work independently or for different firms, serving a broader client base. The roles overlap in client advisory skills but differ in employer setting and scope of services.

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

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

What cities in Rhode Island are hiring for Senior Rbc Wealth Management jobs?

Cities in Rhode Island with the most Senior Rbc Wealth Management job openings:

Senior Rbc Wealth Management jobs near you

Senior Accountant, Brokerage Accounting & Controllership

Fidelity Investments

Smithfield, RI • On-site

$67K - $127K/yr

Full-time

Medical, Retirement, PTO

Re-posted 23 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description


Senior Accountant, Brokerage Accounting and Controllerhip
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Accountant on the Brokerage Corporate Accounting Team is a key member of the team responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations. The organizations' goal is to help customers invest towards their financial goals, develop a comprehensive plan for retirement and feel protected in times of need.
. You will work closely with finance and other members of the business to process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results. Your month-end close activities will include preparation and creation of journal entries, account reconciliations and communicating financial statement results to management. In addition, you will prepare quarterly regulatory filings and annual financial statements.
The Expertise and Skills You Bring
  • Bachelor's Degree in Accounting, CPA and/or master's degree in Accounting preferred
  • 3-5 years of experience in accounting; experience in banking, brokerage or financial services accounting preferred
  • Demonstrates solid understanding of financial accounting principles and internal controls; and can apply concepts to business events and transactions
  • Audit background or experience working with auditors and preparing financial statements
  • Ability to work both independently and in a team environment
  • Hands on work style - can do demeanor with a strong desire to make things happen
  • Great teammate who takes initiative and works constructively to achieve team goals
  • Excellent written and verbal communication skills
  • Ability to perform major account/cost analysis and identify/interpret trends in financial statement line items
  • Ability to create and maintain strong, constructive relationships with business partners
  • Ability to identify process improvements and recommend changes to policies and procedures
  • Passionate about details while maintaining a broad view of business objectives
  • Keen knowledge of financial systems and applications and multi-dimensional reporting tools
  • Ability to work on multiple projects concurrently and meet tight deadlines at each month end and quarter end
  • Working closely with various business partners to ensure the financial results are accounted for accurately and properly
  • Ensuring processes and controls are appropriate and well documented
  • Preparing insightful analysis and compiling accurate information to respond to questions from management, auditors, regulators and business partner
  • Responsible for the preparation of the annual financial statements and coordinating interim/annual audits with the external auditors and regulators
  • Enhancing reporting packages and current processes to create efficiencies where possible
  • Participating in the development and completion of special projects as assigned

The Team
As part of Fidelity's Corporate Accounting team, we play a key role for the company, protecting the firm's assets through our work in financial accounting, internal controls, financial transactions and legal entity reporting.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $67,000-$127,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Accounting

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