Senior Associate Wealth Strategist

Job Description

Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth (HNW) and ultra-high net worth (UHNW) clients. The position primarily supports external Wealth Strategists located throughout the United States who collaborate directly with Financial Advisors and their clients.

• Work closely with external Wealth Strategists, field leadership, service, and other support areas to ensure a collaborative support effort and exceptional client experience. Serve as a support resource for external Wealth Strategists for tax and estate planning, business succession planning, trust and charitable planning issues affecting HNW and UHNW clients.
• Occasionally provide direct consulting, ranging from conference calls or meetings with Wealth Strategists and/or Financial Advisors, clients and their families, and client tax or legal counsel. Serve as a subject matter expert developing educational content and providing training for Financial Advisors, other RBC employees, media, and outside centers of influence such as attorneys and CPAs.

• Bachelor's degree
• Strong analytical skills and excellent oral and written communication skills
• 3 or more years of experience with wealth transfer planning

• JD, LLM, and/or CPA
• Securities industry licenses 7 and 66 (or 7, 63, and 65). If not already licensed, obtaining such licensure will be required within six months of beginning employment at RBC.

We thrive on the challenge to be our best, progressive thinking, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference, and achieving mutual success.

• A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation
• Leaders who support your development through coaching and management opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across the business

The good-faith expected salary range for this position is $70,000 - $130,000, depending on various factors such as: (i) candidate's education, experience, skills, and registration status; (ii) market conditions; and (iii) business needs. This salary range does not include other elements of total compensation, such as RBC's Short-Term Incentive Program. Other benefits include: (i) a 401(k) program with company-matching contributions; (ii) health, dental, vision, life and disability insurance;

and (iii) a paid time-off plan. RBC's compensation philosophy emphasizes attracting, engaging, and retaining a highly qualified global workforce that drives high-performance culture, enables collective achievement of strategic goals, and generates sustainable shareholder returns above market value.

Address: 250 NICOLLET MALL, MINNEAPOLIS

City:
Minneapolis

Country:
United States of America

Work hours per week: 40

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried

Posted date:

Final date to receive applications:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

At RBC, we are guided by shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace with diverse perspectives is core to our growth as one of the largest banks. RBC strives to deliver this through policies and programs that foster a workplace based on respect, belonging, and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to review their resume in more detail.