Senior Associate Wealth Strategist

Job Description

Our team continues to grow! The 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 role 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, such as conference calls or meetings with Wealth Strategists, Financial Advisors, clients and their families, and client tax or legal counsel.
• Act 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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation
• Leaders who support your development through coaching and managing 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 business

The good‑faith expected salary range for this position is $70,000 - $130,000, depending on various factors including candidate’s education, experience, skills, and registration status, market conditions, and business needs. This range does not include other elements of total compensation, such as RBC’s Short‑Term Incentive Program.

Other benefits include a 401(k) program with company‑matching contributions, health, dental, vision, life and disability insurance, and a paid time‑off plan.