Job DescriptionWhat is the opportunity?Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth (HNW) and ultra-high net worth (UHNW) clients. The role primarily supports external Wealth Strategists located throughout the United States who collaborate directly with Financial Advisors and their clients.What will you do?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, such as conference calls or meetings with Wealth Strategists, Financial Advisors, clients and their families, and client tax or legal counsel.Act as a subject matter expert developing educational content and providing training for Financial Advisors, other RBC employees, media, and outside centers of influence such as attorneys and CPAs.What do you need to succeed?Must-haveBachelor's degreeStrong analytical skills and excellent oral and written communication skills3 or more years of experience with wealth transfer planningNice-to-haveJD, LLM, and/or CPASecurities industry licenses 7 and 66 (or 7, 63, and 65). If not already licensed, obtaining such licensure will be required within six months of beginning employment at RBC.What's in it for you?A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensationLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high‑performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across businessThe good‑faith expected salary range for this position is $70,000 - $130,000, depending on various factors including candidate's education, experience, skills, and registration status, market conditions, and business needs. This range does not include other elements of total compensation, such as RBC's Short‑Term Incentive Program.Other benefits include a 401(k) program with company‑matching contributions, health, dental, vision, life and disability insurance, and a paid time‑off plan.#J-18808-Ljbffr
