Senior Associate Wealth Strategist

RBC

Senior Associate Wealth Strategist role supporting wealth transfer planning for HNW and UHNW clients at RBC. Collaborating with Wealth Strategists and Financial Advisors across the United States.

Posted 7/31/2026full-timeMinneapolis • California, Illinois, Minnesota • 🇺🇸 United StatesSenior💰 $70,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth transfer planning, tax and estate planning, and business succession planning, while effectively communicating and training Financial Advisors and employees. Strong analytical skills support the development of educational content and enhance client experiences.

Highest-signal resume keywords

Wealth Transfer PlanningTax PlanningEstate PlanningBusiness Succession PlanningAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Transfer PlanningTax PlanningEstate PlanningBusiness Succession PlanningAnalytical Skills

Soft Skills

Oral CommunicationWritten Communication

Certifications & Qualifications

JDLLMCPASecurities Industry License 7Securities Industry License 66

About the role

Key responsibilities & impact

Support a holistic focus on making wealth transfer planning a primary component of the core client experience
Work closely with external Wealth Strategists and Financial Advisors
Serve as a support resource for tax and estate planning, and business succession planning
Develop educational content and provide training for Financial Advisors and other RBC employees

Requirements

What you’ll need

Bachelor's degree
Strong analytical skills and excellent oral and written communication skills
3 or more years of experience with wealth transfer planning
JD, LLM, and/or CPA (Nice-to-have)
Securities industry licenses 7 and 66 (or 7, 63, and 65)

Benefits

Comp & perks

A comprehensive Total Rewards Program including bonuses
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
A paid time-off plan
Flexible work/life balance options