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Wealth Management Client Associate

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: RBC Capital Markets, LLC
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Capital Markets, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below

RBC Wealth Management in San Francisco is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage account questions, onboarding, documentation, and compliance while delivering exceptional service in a fast-paced, collaborative environment.

Successful candidates will hold a Bachelor's degree (or relevant experience), pursue securities licenses (Series 7 and 66 or 63/65) within 12 months, and demonstrate strong communication and

Join us at RBC Capital Markets, LLC as our next Wealth Management Client Associate in San Francisco, CA, United States.

This opening is for the Wealth Management Client Associate role at RBC Capital Markets, LLC.

We are seeking a motivated Wealth Management Client Associate to join RBC Capital Markets, LLC in San Francisco, CA, United States.

Consider building your career as a Wealth Management Client Associate at RBC Capital Markets, LLC.

Position Requirements
10+ Years work experience
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