Senior Associate Wealth Strategist

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 65,000 - 115,000; Full time

Job summary

RBC Capital Markets is seeking a Senior Associate Wealth Strategist to support wealth planning for high net worth clients. The role involves collaborating with Wealth Strategists, providing consulting on estate planning, and developing training content. Candidates should possess a Bachelor's degree and have at least 3 years of relevant experience.

Benefits

Comprehensive Total Rewards

Supportive leadership for professional development

Flexible work/life balance options

Qualifications

• At least 3 years of estate planning experience.
• Knowledge of federal and state estate taxes.
• Professional designations such as JD, LLM, CPA, AEP, CTFA, CFP are a plus.

Responsibilities

• Collaborate with external Wealth Strategists and Financial Advisors.
• Provide consulting for tax and estate planning issues.
• Develop educational content and conduct training.

Skills

Analytical skills

Oral communication

Written communication

Education

Bachelor's degree

Job description

Job Summary

Job Description

What is the opportunity?

The Senior Associate Wealth Strategist position supports a holistic approach to wealth planning, emphasizing estate planning as a key component of the client experience at RBC for high net worth (HNW) and ultra-high net worth (UHNW) clients. The role primarily assists external Wealth Strategists across the United States, collaborating directly with Financial Advisors and clients.

What will you do?

• Collaborate with external Wealth Strategists, field leadership, and support teams to ensure excellent client service. Act as a resource for tax and estate planning issues affecting HNW and UHNW clients.
• Occasionally provide direct consulting through conference calls or meetings with Wealth Strategists, Financial Advisors, clients, their families, and legal or tax counsel. Develop educational content and conduct training for Financial Advisors, RBC employees, and external professionals like attorneys and CPAs.

What do you need to succeed?

Must-have

• Bachelor's degree
• Strong analytical, oral, and written communication skills
• At least 3 years of estate planning experience, with knowledge of federal gift/estate and generation-skipping transfer taxes, as well as state estate, inheritance, and gift taxes.

Nice-to-have

• Professional designations such as JD, LLM, CPA, AEP, CTFA, CFP
• Securities licenses 7 and 66 (or 7, 63, and 65). If not already licensed, obtaining these within six months of employment is required.

What's in it for you?

We foster a culture of growth, collaboration, and community impact. Our benefits include:

• Comprehensive Total Rewards, including bonuses and benefits
• Supportive leadership for professional development
• Opportunities to make a meaningful impact
• Dynamic, collaborative work environment
• Flexible work/life balance options
• Challenging assignments and increased responsibilities
• Cross-business job opportunities

The expected salary range is $65,000 - $115,000, depending on experience and other factors. This does not include bonuses or benefits such as 401(k), insurance, and paid time off.

RBC's compensation philosophy emphasizes attracting and retaining top talent to drive high performance, achieve strategic goals, and generate shareholder value.

Job Skills

Additional Job Details

Address:

250 NICOLLET MALL, MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full-time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-20

Application Deadline:

2025-07-05

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

Inclusion and Equal Opportunity Employment

At RBC, we value diversity and inclusivity, fostering a workplace where all employees feel supported, respected, and able to grow. We are committed to policies that promote respect, belonging, and opportunity for everyone.

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