HNW Wealth Strategy Associate — Transfer & Planning

RBC; Chicago (IL); In loco; USD 70.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Total rewards program

Flexible benefits

Competitive compensation

Coaching & development

Work-life balance

Career opportunities

Descrizione del lavoro

RBC is seeking a Senior Associate Wealth Strategist to support holistic wealth transfer planning for high net worth clients, collaborating with external Wealth Strategists and Financial Advisors across the United States. The role emphasizes tax, estate, and business succession planning insights.

Qualifications include a Bachelor's degree, 3+ years in wealth transfer planning, and strong analytical and communication skills.

Competenze

• Bachelor's degree
• Strong analytical skills and excellent oral and written communication skills
• 3 or more years of experience with wealth transfer planning

Mansioni

• Work closely with external Wealth Strategists, field leadership, service, and other support areas to ensure a collaborative support effort and exceptional client experience.
• Provide direct consulting when needed, develop educational content and training for Financial Advisors and other RBC employees.

Conoscenze

Wealth transfer planning

Analytical skills

Oral and written communication

Formazione

Bachelor's degree

Descrizione del lavoro

RBC is seeking a Senior Associate Wealth Strategist to support holistic wealth transfer planning for high net worth clients, collaborating with external Wealth Strategists and Financial Advisors across the United States. The role emphasizes tax, estate, and business succession planning insights.

Qualifications include a Bachelor's degree, 3+ years in wealth transfer planning, and strong analytical and communication skills.