20 hours per week for Spring 2024, and paid $15 per hour.
RBC Wealth Management, headquartered in Minneapolis, Minnesota is a wealth management firm made up of 2,200 financial advisors, across 190 branches and with presence in 42 different states. RBC Wealth Management US manages approximately $510 Billion in client’s assets. Within the RBC wealth management Tucson office, you will be working with the Schaefer Present Corte Investment Group made up of 3 partner financial advisors, 3 support staff, and 1 client concierge/event planner.
The roles and responsibility of the intern are varied and dynamic, and may include:
- Running reports in salesforce;
- Exporting reports into excel and formatting them;
- Sitting in on client meetings;
- Participating and having input in team meetings;
- Printing or scanning important documents;
- Running email software services;
- Inputting data into a wealth management planning software;
- Communicating with clients to update their contact information;
- Doing research on various investments such as mutual funds;
- Generate performance report documents for client meetings;
- Work with a financial advisor to design client investment portfolios;
RBC is seeking applicants with the following qualifications:
- Self-motivated;
- Detail oriented;
- Organized;
- In a major, or has experience that is relevant to the wealth management industry;
- Strong communication and social skills;
- Experience in Excel;
- Desire to learn and grow;
This position will be completed in-person at RBC Wealth Management Tucson at 3430 East Sunrise Drive Ste. 250 Tucson, Arizona, 85718. To apply, please send your resume to Kathe Simmonds at kathe.simmonds@rbc.com.