Wealth Management Consultant
$90k - $160kRBC
Job Description 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? 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? 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 $90,000-160,000, 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: 4001 WEST 114TH STREET, LEAWOOD City: Leawood Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-25 Application Deadline: 2026-08-28 #J-18808-Ljbffr
$65k - $80.2k
...stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....SuggestedFull timeTemporary workWork experience placementLocal area- ...oversee financial reporting, regulatory filings and internal controls in line with NAIC statutory accounting principles. You will manage the close process, mentor staff, coordinate with external auditors, and partner with CFO and cross‑functional teams to drive accurate...Suggested
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$12.25 per hour
...Employee discounts Free uniforms Training & development Job Title: Customer Service Representative Reports to: Club Manager Status: Full Time/Part Time/Non-Supervisor/Non-Exempt Job Summary Responsible for new member sales and creating a positive...SuggestedHourly payFull timeTemporary workPart timeLocal areaShift workNight shift- Willis Automotive is a family and locally owned automotive group located in Des Moines, IA. We carry INFINITI, Cadillac, Lexus, MINI Cooper, Jaguar, Land Rover, Volvo, Chevrolet, and Nissan. Our growing company also includes Collision, Detail, and Reconditioning teams...SuggestedTemporary workWork at office
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...About the Role Financial Architects is growing quickly, and we’re adding an Entry‑Level Wealth Manager who is eager to have a long‑term career in financial services. This is a client‑facing role where you’ll learn the fundamentals of wealth management and financial planning...Full timeTemporary workWork at officeRemote workFlexible hours2 days per week1 day per week- ...decisioning, and AI-enabled ways of working. As a Transformation Manager / Senior Manager, you will lead cross-functional teams to... ...benefits realization. Lead small to large teams; coach analysts/consultants and client SMEs; drive stakeholder alignment across Claims,...Live inWork at officeLocal area
$150k - $170k
Senior Renewable Energy Asset Manager (Utility‑Scale Solar) Location: Denver, CO | Austin, TX | San Francisco, CA - Fully Remote Work may be available for highly-qualified individualsWork Type: Hybrid (Tuesday-Thursday in office; Monday & Friday remote)Department: Asset...Contract workWork at officeLocal areaRemote workMonday to Friday$83k - $145k
...Independent Agents throughout a six-state territory – Iowa, Illinois, Minnesota, Nebraska, South Dakota and Wisconsin. CASUALTY CLAIM MANAGER IMT Insurance is looking to fill the position of Casualty Claim Manager within our Claims department. In this position, you will...Full timeTemporary workWork at officeLocal areaFlexible hours$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Overview Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join... ...investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will...
$61k - $119k
...holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at office$36k - $75k
Are you driven, self‑motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long‑term success. As a Financial Representative...TraineeshipHome office$50k
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that... ...Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance...
$61k - $119k
...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage...Work at office$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours- ...daily operations of the clinic. You'll play an essential role in ensuring patients receive exceptional service by coordinating care, managing registrations, verifying insurance benefits, processing referrals, maintaining medical records, and supporting billing functions....Daily paidTemporary workWork at officeImmediate startRemote workFlexible hoursShift work
- Northwestern Mutual is offering an internship program for College Financial Representatives located in Urbandale, Iowa. This role allows college students to build a financial planning practice while gaining exposure to strategic business activities and training. Interns...Full timeInternshipFlexible hours
$73k
ABOUT ETHOS Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience...Full timeRemote work- ...growing team of financial advisors. We offer comprehensive and compassionate financial services, including financial planning, wealth management, and divorce planning. We offer competitive benefits, including a flexible schedule, healthcare reimbursement, retirement,...Full timeWork experience placementFlexible hours
$105.3k - $190.35k
...accordance with U.S. GAAP. Oversee General Ledger accounting, reconciliations, consolidations, and financial statement preparation. Manage, coach, and develop the accounting team while building a high-performance culture. Maintain compliance with SOX, corporate...Full time- ...As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial... ...Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance...
- ...the Commercial Bodily Injury Claims Supervisor role at Cottingham & Butler . As a Claims Supervisor, you will be responsible for: Managing a team of Auto/Liability/Bodily Injury Adjusters, coordinating their training and development, and ensuring they deliver high‑...
- ...entrepreneur and owner of a major professional sports franchise, is seeking a Director of Private Investments to oversee the strategic management of the principal portfolio and foundation assets.This senior-level role serves as the lead investment professional responsible...Work at officeImmediate start
- ...clients. We are looking to add an experienced Claims Supervisor to our team. As a Claims Supervisor, you will be responsible for: Management – supervising a team of Auto/Liability Adjusters, coordinating their training and development, and ensuring they develop to their...
$35.75k - $52.04k
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...structure, activities and operations of the Accounting division; Manages Department work, project and personnel activities within the... ...from all City Departments; Serves as an in-house consultant City-wide on financial applications and procedures; Supervises...Full timeWork at officeLocal areaImmediate start
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