Royal Bank of Canada·2 months ago
2 months ago
Senior Investment Associate (Edina)
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About this role
We are recruiting a Senior Investment Associate to support our Legacy Oak Wealth Management Group. This role focuses on client relationship management, business development, and investment research. Ideal for experienced professionals with strong communication and organizational skills, and a background in wealth management.
Skills
- series 7 license
- series 66 license
- series 63 license
- series 65 license
- registered client associate license
- stock market knowledge
- investment research
- retirement plan knowledge
- fixed income products
- equities
- mutual funds
- insurance products
- annuities
- compliance regulations
- client relationship management
- business development
- salesforce
- microsoft office suite
- portfolio management
- account management
- problem solving
- coaching and mentoring
- training delivery
- networking
Company
Royal Bank of Canada
Minneapolis, United States of America
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