Senior Associate Wealth Strategist
Jobtailor
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 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) Core Competencies 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 Planning Tax Planning Estate Planning Business Succession Planning Analytical Skills ATS Optimization Keywords Hard Skills Wealth Transfer Planning Tax Planning Estate Planning Business Succession Planning Analytical Skills Soft Skills Oral Communication Written Communication Certifications & Qualifications JD LLM CPA Securities Industry License 7 Securities Industry License 66 #J-18808-Ljbffr Jobtailor
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Senior Associate Wealth Strategist in California, MO vacancy
$80k - $144k
Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business... ...investment, operations, and client service teams. Role Summary The Senior Associate Advisor plays a key role in delivering comprehensive wealth...SeniorWork at office3 days per week- MFS Investment Management seeks a Senior Regional Consultant - Wealth Management to sell MFS products through Enterprise RIAs, Bank Trusts, and Private Banks in California, Nevada, and Hawaii. You will drive territory sales, develop strategies, and collaborate with the...Suggested
- Intuitive is seeking a Sr. Regulatory Affairs Specialist to lead regulatory plans, assess design changes, and manage submissions for U.S. and Canadian markets. You will coordinate with engineering, quality, and clinical teams to ensure robust regulatory documentation and...Senior
- Jobtailor is seeking an experienced sourcing professional to lead indirect procurement across the enterprise. You will drive competitive value, improve supplier performance, and oversee the full procurement lifecycle from strategy development to post‑award management. Qualifications...Senior
- Jobtailor is seeking a Senior Healthcare UX/Product Designer to create service blueprints, ecosystem maps, and experience frameworks for patients, caregivers, and clinicians. You will establish early-stage UX visions for mobile apps and connected digital devices and ensure...Senior
$80k - $120k
Profitwise Accounting is seeking a Senior Tax Associate to manage and prepare complex tax returns and support client relationships. Candidates should have over 10 years of tax preparation experience, strong technical knowledge, and excellent client communication skills...SeniorRemote job- BN Media LLC is hiring a Senior Business Development Strategist to drive growth across the nonprofit and faith sectors. In this role, you will own the entire sales cycle, from prospecting and negotiation to contract signing, helping organizations achieve their goals through...SeniorRemote jobContract work
- SEIU Local 1021 is seeking a Lead Communicator to manage all aspects of communications in support of core goals for campaigns in Northern California. You will design strategic plans, write for diverse media, and oversee staff across multiple campaigns and regions. Responsibilities...SeniorLocal area
- A biotech firm is seeking a Patent Agent/Senior Patent Agent to lead its global patent strategy and operations. The role requires managing worldwide patent prosecution, advising on IP risks, and collaborating cross-functionally with leadership. Ideal candidates will have...SeniorRemote jobWorldwide
- ...to key stakeholders. The role requires proven fundraising success, strong communication and relationship-building, and experience with branding and compliance across non-profit funds. #J-18808-Ljbffr Association of Fundraising Professionals (AFP) Silicon Valley ChapterSenior
- NBCUniversal in Universal City is seeking a Senior Specialist for Digital Consumer Experience & E-Commerce (DCXE) to drive strategy, planning, and execution across web, mobile, and online stores for Universal Studios Hollywood. The role requires 3+ years in digital marketing...SeniorWork at office
- Jobtailor in the United States is seeking an experienced Claims Professional to manage complex commercial claims from intake to resolution, verify coverage, and coordinate reserves. You will mentor junior staff, collaborate with internal and external partners, ensure regulatory...Senior
- Logix Federal Credit Union seeks a Senior Fair Lending Officer to develop and execute HMDA and Fair Lending programs, ensuring regulatory compliance and effective risk management across residential real estate and consumer lending. The role focuses on design, implementation...Senior
- ServiceNow is seeking an experienced senior deal desk professional to act as a trusted advisor to the sales team, shaping pricing and commercial terms for non-standard transactions. You will lead deal structuring for critical engagements and negotiate terms to close strategic...Senior
- ...governance and policy decisions. Join a purpose-driven team focused on responsible lending and member success. The role offers opportunities for growth, cross-functional collaboration, and engagement with senior leaders across Risk #J-18808-Ljbffr Boeing Employees Credit UnionSeniorRemote job
- ProAssurance seeks a Senior Claims Examiner to directly manage complex claims in life sciences product liability, including coverage analysis, reserving, and overseeing defense counsel. The role emphasizes collaboration with cross-functional teams and adherence to regulatory...SeniorRemote jobFlexible hours
- WelbeHealth is hiring a People Senior Specialist (Employee Relations) to lead high-risk ER investigations, guide leadership, and ensure compliant corrective actions. You will conduct interviews, analyze evidence, and partner with Legal and Compliance on sensitive matters...Senior
$58k - $80k
A marketing agency specializing in healthcare is looking for a Paid Social Specialist to enhance lead generation campaigns across Meta and LinkedIn. The ideal candidate has over 3 years of experience in performance marketing, managing substantial budgets while ensuring ...Senior- Jobtailor is seeking a senior investment consultant to join a consulting team serving institutional clients. The role emphasizes developing client work plans, overseeing asset allocation, manager structure, selection and monitoring, and delivering best‑in‑class investment...Senior
$80k - $95k
About the Role Reporting to the Manager of Communications, the Senior Communications Strategist supports the development and implementation of strategic communications initiatives that advance the mandate and priorities. The role provides strategic communications advice...Senior- Jobtailor is seeking a qualified attorney to join its Executive Compensation & Employee Benefits Practice Group in a high‑stakes, fast‑paced environment. You will handle multiple matters related to executive compensation and employee benefits, including design and advisory...Senior
- Advantage Media Services in Valencia, CA is seeking a Senior Accountant to support the full accounting cycle, ensure financial integrity, and oversee internal controls across the entity. Reporting to the Controller, you will partner with departments and leadership to align...Senior
- Fragomen Technologies, Inc. is seeking a Business Immigration Associate to join their team in California. This role involves managing client relationships, overseeing immigration issues, and providing innovative solutions in a collaborative environment. Candidates should...Senior
$80k - $95k
A staffing agency seeks a Senior Communications Strategist in California, overseeing strategic communications initiatives and advising leadership. This role requires bilingualism in English and French, strong communication skills, and 4-6 years of experience in strategic...Senior$200k - $250k
Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team that serves clients referred through custodial channels. This remote role is based in the Bay Area or Sacramento, with onsite client meetings and a flexible schedule. The position...SeniorRemote jobFlexible hours- EP Wealth Advisors—EPWA—is seeking a Senior Financial Planner to collaborate with advisors in developing tailored financial plans for high-net-worth... ...help clients achieve financial goals. You will mentor associates, improve planning workflows, and participate in professional...Senior
- A financial consulting firm is looking for a professional in California with a strong background in financial planning and analysis (FP&A). The ideal candidate will possess a Bachelor's degree in business, have over 4 years of experience in consulting, and proficiency in...Senior
- Overview Collaborate with team to manage projects for Fortune 500 companies Write questionnaires and manage relationships Lead data collection and address quality control issues Execute project components with efficiency Utilize analytical tools to draw data conclusions...Senior
- Responsibilities Own Dasher quality for catering by ensuring on-time arrival, accurate drop-off and setup, and a clean handoff. Identify the right logistics model for catering deliveries through testing different approaches. Investigate individual deliveries with Dashers...Senior
- MFS International Australia Pty Ltd seeks a Senior Regional Consultant for Wealth Management, focusing on driving sales through RIA firms and Private Banks in California, Nevada, and Hawaii. This role involves developing sales strategies, managing client needs, and ensuring...SeniorRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate Wealth Strategist. Be the first to apply!
Related searches
- senior associate architect California, MO
- IT associate California, MO
- cleaning associate California, MO
- venture associate California, MO
- equipment associate California, MO
- recruiting associate California, MO
- law associate California, MO
- strategy associate California, MO
- curriculum associates California, MO
- radiology associates California, MO