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Wealth Transfer Strategist – HNW​/UHNW

Job in Florham Park, Morris County, New Jersey, 07932, USA
Listing for: RBC
Part Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 130000 USD Yearly USD 70000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Transfer Strategist – HNW/UHNW, Flexible Work

RBC Wealth Management in Minneapolis is seeking a Senior Associate Wealth Strategist to support holistic wealth transfer planning for high net worth clients. You will collaborate with external Wealth Strategists and Financial Advisors to deliver integrated planning and client service.

You will act as a subject matter expert, contributing to educational content and training for advisors, and supporting complex planning needs across tax, estate, and charitable planning domains.

As a Wealth Transfer Strategist – HNW/UHNW, Flexible Work, you will play an important part at RBC in Florham Park, NJ, United States.

All applications are reviewed carefully by our team.

The position is based in Florham Park, NJ, 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.

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