Senior Wealth Strategy Advisor — HNW/UHNW Planning

RBC; Chicago (IL); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Total rewards program

Coaching and development

Work-life balance

Career growth opportunities

Job summary

RBC is seeking a Senior Associate Wealth Strategist to advance wealth transfer planning within the client experience for HNW and UHNW clients in the United States. You will work with external Wealth Strategists and Financial Advisors to ensure a coordinated, compliant, and proactive advisory process.

The role emphasizes education, collaboration, and client-focused planning across tax, estate, and charitable initiatives, with opportunities to contribute to training and content creation for a

Qualifications

• Bachelor's degree is required.
• Strong analytical and communication skills.
• 3+ years of experience with wealth transfer planning.

Responsibilities

• Support external Wealth Strategists, field leadership, and other teams to ensure collaboration and exceptional client experience in tax and estate planning, business succession, and trust/charitable planning for HNW/UHNW clients.
• Occasionally provide direct consulting to Wealth Strategists, Financial Advisors, clients and families, and their counsel; develop educational content and training for RBC employees and outside partners.

Skills

Analytical skills

Communication skills

Education

Bachelor's degree

JD

LLM

CPA

Job description

RBC is seeking a Senior Associate Wealth Strategist to advance wealth transfer planning within the client experience for HNW and UHNW clients in the United States. You will work with external Wealth Strategists and Financial Advisors to ensure a coordinated, compliant, and proactive advisory process.

The role emphasizes education, collaboration, and client-focused planning across tax, estate, and charitable initiatives, with opportunities to contribute to training and content creation for a