Senior Wealth Strategy Advisor (HNW/UHNW Focus)

RBC; Atlanta (GA); On-site; USD 70,000 - 130,000; Full time

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

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.