Senior Financial Associate
RBC — Easton, Massachusetts, United States of America
Posted 2026-09-29
Job Description What is the opportunity? As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in cultivating the FA Team’s relationships , servicing their clients’ needs. You will be the lead contact for assigned clients for their general questions and ongoing reviews. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do? Be the lead contact for assigned families. Assist with clients’ financial and life planning, using our internal software as a foundational tool . Conduct in-depth analyses of client portfolios. Research recommendations, select suitable investments based on client’s investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute approved transactions. Collect and analyze client’s financial information to educate new and existing clients. Monitor and evaluate clients’ investment needs and progress by reviewing transactions, monthly statements, market research and client contact. What do you need to succeed? Must-hav