Senior Wealth Transfer Strategist (HNW/UHNW)

RBC; Seattle (WA); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Career development

Work-life balance

Job summary

RBC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for our high net worth and ultra-high net worth clients. This role primarily assists external Wealth Strategists across the United States, collaborating with Financial Advisors and client families to deliver integrated wealth management solutions.

The successful candidate will work closely with Wealth Strategists, advisors, and support teams to provide tax and estate planning insights, and may directly

Qualifications

• Bachelor's degree or higher is required.
• Minimum 3 years of experience with wealth transfer planning.
• Strong analytical and communication abilities.

Responsibilities

• Collaborate with external Wealth Strategists and Advisors to support wealth transfer planning for HNW/UHNW clients.
• Occasionally provide direct consulting and develop educational content for Advisors, clients, and external professionals.

Skills

Analytical skills

Communication skills

Wealth transfer experience

Education

Bachelor's degree

JD, LLM, and/or CPA

Job description

RBC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for our high net worth and ultra-high net worth clients. This role primarily assists external Wealth Strategists across the United States, collaborating with Financial Advisors and client families to deliver integrated wealth management solutions.

The successful candidate will work closely with Wealth Strategists, advisors, and support teams to provide tax and estate planning insights, and may directly