RBC WM US Attracts Advisor Team In Dallas
Family Wealth Report · Carson, CA · 3 mo ago
OTHRFull-time
About the role
RBC Wealth Management has added the KPM Wealth Advisory Group to its Dallas branch. The six-person team previously managed nearly $1.6 billion in client assets.
Responsibilities
- Work with ultra-high net worth clients
- Provide credit and lending solutions
- Offer complex transactions and tax-aware strategies
Requirements
- More than a century of combined experience
- Experience in credit and investment banking
- Knowledge of complex transactions and tax strategies
Qualifications
- Strong background in financial advisory services
- Proven track record in serving ultra-high net worth clients
- Ability to provide comprehensive financial planning and management
Skills
- Strategic financial planning
- Complex transaction analysis
- Tax-aware financial strategies
Benefits
- Access to RBC's resources and capabilities
- Echelon's platform for delivering high-caliber service
- Opportunities for career growth and development
Pay
Negotiable based on experience and qualifications.
Schedule
Full-time position available.