Wealth Transfer Strategist – HNW/UHNW, Flexible Work

RBC; Florham Park (NJ); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision, life and long‑

Disability insurance

Paid time off

Job summary

RBC Wealth Management in Minneapolis is seeking a Senior Associate Wealth Strategist to support holistic wealth transfer planning for high net worth clients. You will collaborate with external Wealth Strategists and Financial Advisors to deliver integrated planning and client service.

You will act as a subject matter expert, contributing to educational content and training for advisors, and supporting complex planning needs across tax, estate, and charitable planning domains.

Qualifications

• Bachelor's degree is required.
• Strong analytical skills and excellent oral and written communication are required.
• 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, including conference calls or meetings with Wealth Strategists, Financial Advisors, clients and their families, and client tax or legal counsel; develop educational content and provide training for Financial Advisors and other RBC employees.

Skills

Analytical skills

Written and verbal communication

Wealth transfer planning

Education

Bachelor's degree

Job description

RBC Wealth Management in Minneapolis is seeking a Senior Associate Wealth Strategist to support holistic wealth transfer planning for high net worth clients. You will collaborate with external Wealth Strategists and Financial Advisors to deliver integrated planning and client service.

You will act as a subject matter expert, contributing to educational content and training for advisors, and supporting complex planning needs across tax, estate, and charitable planning domains.