Senior Associate Wealth Transfer Strategist for HNW

RBC; San Francisco (CA); On-site; USD 70,000 - 130,000; Full time

Job summary

RBC is seeking a Senior Associate Wealth Strategist to bolster wealth transfer planning for our HNW and UHNW clients. The role primarily supports RBC's external Wealth Strategists across the United States, collaborating closely with Financial Advisors and client families.

The position emphasizes tax and estate planning, business succession, trust and charitable planning, with opportunities to develop training content for advisors and partners.

Qualifications

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

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.
• 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. Develop educational content and provide training for Financial Advisors, RBC employees, media, and outside centers of influence, such as attorneys and CPAs.

Skills

Strong analytical skills

Excellent written and verbal沟通?

Education

Bachelor's degree

Job description

RBC is seeking a Senior Associate Wealth Strategist to bolster wealth transfer planning for our HNW and UHNW clients. The role primarily supports RBC's external Wealth Strategists across the United States, collaborating closely with Financial Advisors and client families.

The position emphasizes tax and estate planning, business succession, trust and charitable planning, with opportunities to develop training content for advisors and partners.