Senior Associate Wealth Strategist
About the role
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 position primarily supports external Wealth Strategists located throughout the United States who are collaborating directly with Financial Advisors and their clients.
Responsibilities
- 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.
- In addition to supporting external Wealth Strategists, occasionally provide direct consulting, which could range 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.
Requirements
- Bachelor's degree
- Strong analytical skills and excellent oral and written communication skills
- 3 or more years of experience with wealth transfer planning
Qualifications
- JD, LLM, and/or CPA (nice-to-have)
- 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.
Benefits
- 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
- 401(k) program with company-matching contributions
- Health, dental, vision, life, and disability insurance
- Paid time-off plan
Pay
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.
Schedule
Full-time, 40 hours per week.
Location: Minneapolis, MN (250 Nicollet Mall)