Wealth Management Associate: Client Solutions & Growth
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-24
Listing for:
RBC
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
RBC Wealth Management in Phoenix is seeking a Registered Client Associate to support Financial Advisors by gathering client information, opening accounts and helping with asset gathering. You will help grow the practice and educate clients on products and services while monitoring activity and performance.
You will handle transfers, advisory agreements, and client questions, while identifying business development opportunities and delivering excellent service in a fast-paced, client-focused
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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