Financial Consultant Trainee - Phoenix, AZ
Thinking about a career change?
Consider our Financial Consultant professional development program.
Are you an entrepreneur? Would you like to be in business for yourself...but not by yourself? Do you have a successful background in outside sales or new business development? Then you may be ready for a rewarding consultative sales career as a Financial Consultant with RBC Dain Rauscher, the nation's eighth largest full service investment firm.
What you'll do
Financial Consultants at RBC Dain Rauscher specialize in building and managing wealth, generating retirement income plans and creating legacies for the future. In addition to developing and executing a business plan to acquire and develop your clients, you will:
-Learn about your clients' hopes and dreams for the future
(what they want to save and invest for)
-Understand their unique financial personalities
(current financial picture, awareness of financial concepts,
tolerance for risk, timeframe etc.)
-Developing strategies to address client needs
(leveraging the firm's expertise to suggest and approach
what is right for the client)
-Implement thoughtful and creative solutions
(selling financial products like equities and bonds, mutual
funds, alternative investments, insurance policies, trusts
-Provide timely, ongoing service
(reviewing and updating the solutions you provide, based on
your clients' changing lives).
About our development program
Once you complete our Financial Consultant professional development program, you'll be prepared to build your business and have the opportunity to create an unlimited income potential. During training, however, we want you to focus on our development program curriculum, because it will give you the solid foundation you should use to build your future success. That's why we provide a negotiated training salary that is comparable to your recent earnings-plus generous benefits-from day one.
During your first year, you will earn Series 7, 66 and insurance licenses, which are paid for by the firm. Along with licensing your training will include:
-Client prospecting tools and ideas, consultative selling,financial consulting and marketing ideas for your business from our national experts
-Receiving more in-depth knowledge about retirement plans, mutual funds, equities, bonds, trusts, annuities, insurance, fee-based accounts and alternative investments
About your new career
You'll work in a branch office with other investment professionals like you. So even though you'll be in business for yourself, you'll have a broad network of resources you can tap into for assistance, and expertise so you will never be on your own.
Best of all, we don't tell you what products or services to sell; you make the decision about what to recommend to clients, based on your experience and their needs. We also provide many tools and ongoing training to help maintain your competitive edge. Our goal is to help you become your clients' primary advisor by making it easy for you to provide the exceptional service you are capable of offering.
RBC Dain Rauscher Corporation, a wholly owned subsidiary of Royal Bank of Canada (TSX, NYSE: RY), is the parent company of RBC Dain Rauscher Inc., the nation's eighth largest full-service securities firm. Which means you'll have access to the resources of a global leader in financial services. Yet we also maintain a "small firm" culture and sense of local autonomy that makes each branch unique. This local focus is reflected in our commitment to giving back to the communities we serve and in the way we contribute to worthy causes our employees actively support. Diversity is also a high priority, and we are dedicated to both employing a diverse work force and serving clients from diverse backgrounds.
RBC Dain Rauscher is an equal opportunity employer. Our website at: