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Financial Consultant

Wealth Transfer Strategy Associate

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: RBC
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Minneapolis is seeking an Associate Wealth Strategist to enhance wealth transfer planning for high net worth clients. This role involves collaborating with external Wealth Strategists, providing subject matter expertise, and developing training content. The ideal candidate will hold a Bachelor's degree with strong analytical skills, effective communication abilities, and at least 3 years of relevant experience in wealth transfer planning.

This full-time position offers competitive compensation and benefits.
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Position Requirements
10+ Years work experience
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