Wealth Management Client Associate
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Sales, Financial Services
RBC Wealth Management presents an opening for a Client Associate/Registered Client Associate in Dallas. You will support financial advisors, manage client inquiries, onboard accounts, and ensure compliance while handling transfers, trades, and documentation.
The role emphasizes client-first service and operational excellence. The position offers licensing pathways (Series 7/66 or 63/65 within 12 months) and a comprehensive rewards program including bonuses, flexible benefits, commissions, and
We have an opening for a Wealth Management Client Associate in Dallas, TX, United States within Sales.
The advertised compensation is 43.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Associate role in the description above.
We appreciate your interest in this position.
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