Senior Associate Wealth Strategist

RBC

Atlanta (GA)

On-site

USD 70,000 - 130,000

Full time

2 days ago

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Benefits offered by this job

401(k) with company matching

Health, dental, vision, life and/disa

Disability insurance

Paid time off

Job summary

RBC Wealth Management seeks a Senior Associate Wealth Strategist to amplify wealth transfer planning as a core client experience for HNW and UHNW clients. The role supports external Wealth Strategists nationwide, working with Financial Advisors and client families to deliver trusted advice.

The position requires a Bachelor's degree and 3+ years in wealth transfer planning, with strong analytical and communication skills.

Qualifications

Bachelor's degree required; 3+ years in wealth transfer planning.
Strong analytical and oral/written communication skills.
Licenses 7 and 66, or 7/63/65; obtain within 6 months if not licensed.

Responsibilities

Support external Wealth Strategists and field leadership to deliver exceptional client experience.
Provide direct consulting when needed; develop educational content and training for Advisors and external centers of influence.

Skills

Analytical skills

Oral and written communication

Wealth transfer planning

Education

Bachelor's degree

JD/LLM/CPA (nice-to-have)

Tools

Securities licenses 7 & 66

Job description

What is the opportunity

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.

Job Description

What will you do

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.

What do you need to succeed

Must-have

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

Nice-to-have

JD, LLM, and/or CPA
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.

What’s in it for you

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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

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. Other benefits include: (i) a 401(k) program with company-matching contributions; (ii) health, dental, vision, life and disability insurance; and (iii) a paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

Address

250 NICOLLET MALL:MINNEAPOLIS

City

Minneapolis

Country

United States of America

Work hours/week

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-05-04

Application Deadline

2026-10-30

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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