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Cross-Border Wealth Strategist UHNW Clients
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-02-16
Listing for:
RBC Capital Markets, LLC
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Strategist for their Cross Border opportunity. This role involves working closely with Canadian Financial Advisors to provide holistic financial planning and wealth transfer solutions for US-based high-net-worth clients. Applicants should possess a Bachelor’s degree, 12+ years in Financial Services, and strong knowledge in cross-border planning. An excellent client experience is essential, along with training responsibilities for advisors.
Competitive compensation and bonuses are offered.
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