Senior Wealth Transfer Strategist
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
RBC is seeking a Senior Associate Wealth Strategist based in Minneapolis to support wealth transfer planning as a core part of the client experience for high net worth clients. This role primarily assists external Wealth Strategists across the U.S.
in collaboration with Financial Advisors and clients. The position involves direct consulting, content development, and training for advisors and external professionals.
As a Senior Wealth Transfer Strategist, you will play an important part at RBC in Beverly Hills, CA, United States.
All applications are reviewed carefully by our team.
The position is based in Beverly Hills, CA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 70..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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