Senior Wealth Transfer Strategist
RBC
RBC is seeking a Senior Associate Wealth Strategist based in Minneapolis to support wealth transfer planning as a core part of the client experience for high net worth clients. This role primarily assists external Wealth Strategists across the U.S. in collaboration with Financial Advisors and clients. The position involves direct consulting, content development, and training for advisors and external professionals. #J-18808-Ljbffr RBC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Transfer Strategist in Beverly Hills, CA vacancy
$225k - $275k
...experienced professionals – including wealth planners, tax advisors, estate attorneys... ..., and family governance needs. The Senior Wealth Strategist is a member of the Rockefeller Private... ...trusted advisor on sophisticated wealth transfer, estate planning, income tax,...SeniorWork at officeLocal area- JPMorgan Chase & Co. is seeking a Lending Specialist within Wealth Management in Los Angeles. You will guide lending solutions for Financial Advisors and clients, support demand through policy-based recommendations, and help expand the firm’s lending footprint while collaborating...Senior
$175k - $225k
Senior Estate Planning Strategist Culver City, CA | Hybrid | $175,000-$225,000 Base | $250,000-$300,000 TC... ...-20% Travel Job Description Senior Wealth Planning Strategist A growth-oriented... ...owners through exit, ownership-transfer, and liquidity-transition conversations...SeniorWork at officeLocal areaRemote work- BDO USA is seeking a Tax Senior Manager, Transfer Pricing to advise clients on transfer pricing implications and regulatory compliance. The role involves marketing, networking and business development within transfer pricing, as well as applying new tax policy developments...Senior
- ...Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management. The ideal candidate has 5-8+ years...Senior
$115k - $140k
...individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets under management and a national team of 135 employees. Duties & Responsibilities...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- Senior Financial Planner page is loaded## Senior Financial Plannerlocations: Los Angeles, CAtime type: Full timeposted on: Posted Todayjob... ...Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $56 billion in assets under management...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
$175k - $225k
Job Description A fast-growing wealth-management firm is seeking a Senior Estate Planning Strategist to become its senior estate-planning resource while helping build... ...beneficiary designations, and existing wealth-transfer structures. Build and maintain comprehensive...SeniorLocal areaRemote work- Mohr Talent seeks an experienced Estate Planning Strategist to join its Advanced Planning organization in Los Angeles. This role serves as a technical resource to financial advisors and high-net-worth clients, reviewing complex estate-planning documents, identifying opportunities...Senior
- Mohr Talent is seeking a Senior Estate Planning Strategist in the Century City/Los Angeles area. This hybrid, direct‑hire role will lead advanced estate planning for high‑net‑worth clients and collaborate with attorneys, tax pros and advisors to evolve service delivery....Senior
- KALO IQ in Beverly Hills is seeking a Creator Public Relations Specialist to build relationships with top verified creators. This senior role emphasizes ownership of outcomes, managing creator relations, and enhancing media presence through strategic features. The ideal...SeniorRemote job
- Apple Inc. in Culver City, CA is seeking a Senior Social Creator Strategist to shape and drive creator-led social strategy for App Store. You will develop culture-forward creator programs, source relationships, and translate App Store priorities into innovative social...Senior
$115k - $125k
Stay Awhile Villas LLC is seeking an Acquisition Manager for SBA & Small Business Acquisitions in Beverly Hills, CA. Base salary ranges $115,000-$125,000 with significant acquisition bonuses and potential for long-term equity in deals you help close. You will source opportunities...Senior- Apple is seeking a Senior Owned Social Strategist to drive the organic social strategy across Apple Services—App Store, Apple Pay, Apple Arcade, and more. You will lead a cross‑functional team, shape culture-forward campaigns, and partner with creators to tell compelling...Senior
- POP MART is hiring a Senior Employee Relations & HR Compliance Specialist to oversee employee relations and compliance across North America. You will handle investigations, advise managers, and support policy updates in a fast-paced, multi-state environment. The role partners...Senior
- The Lede Company is seeking a creative Senior Account Manager/Associate Director with Fashion and Lifestyle expertise to join the Brand team in Los Angeles. You will lead day-to-day account management for 7-10 retainer accounts, serving as the primary client contact and...Senior
- Amazon Music is seeking an analytical Sr Business Affairs Specialist in Los Angeles to lead global label licensing negotiations and strategy across the US and EU. The role involves building complex financial models with Finance, evaluating negotiated royalty structures,...SeniorContract work
- ...Private Bank is seeking an Investment Counselor Principal to lead advisory for ultra-high net worth clients in the US. The role requires senior expertise, strong communication, and entrepreneurial drive to grow the client base and cross-sell private banking services. The...Senior
$150k - $175k
...Top Wealth Management Firm | Wealth Strategist / Advisor This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $175,000 per year A bit about us: We are redefining...Work experience placementWork at officeLocal areaFlexible hours$142.6k - $215k
...amazing technology to industry-leading environmental efforts. Join us!The Services Social Marketing team is looking for a Senior Social Creator Strategist to shape and drive creator‐led social strategy for App Store. This role will develop culture‐forward creator...SeniorRelocationShift work- ...If you’re a roll-up-your-sleeves builder and an AI-powered strategist who takes ideas from 0→1, this is your stage. This position... ...recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SECURITY...SeniorFull timeWork at officeLocal area
- Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen affluent and high-net-worth client relationships through comprehensive financial planning and tailored advisory solutions. The role emphasizes proactive discovery, profiling, and the delivery...Senior
- ...Planning Attorney in Los Angeles to lead sophisticated private client matters and mentor junior attorneys. You will manage complex wealth-transfer projects, collaborate with tax and business teams, and actively engage in client relationships and business development. The...Senior
- City National Bank seeks a Senior Financial Advisor to lead wealth management for a defined market, building new business and maintaining relationships with affluent clients. You will provide asset management, financial planning, and brokerage guidance, coordinating with...Senior
- Rockefeller Capital Management is seeking a Senior Wealth Strategist for its Rockefeller Private Office. You will develop and implement tax, estate and financial plans for ultra- and high-net-worth clients, collaborating with Private Advisors to deepen relationships. You...Work at office
- Jam City is seeking a Senior People Business Partner to join our Los Angeles office. You will partner with senior leaders to drive talent strategy, employee relations, and workforce planning while ensuring programs stay compliant with U.S. and Canadian employment standards...SeniorWork at office
- BMC Berkeley Medical Center in Martinsburg, WV is seeking a seasoned Communications Specialist to lead editorial content for news, marketing, public information and corporate communications. You will shape messages, write and edit copy, provide counsel to faculty and administrators...Senior
$100k
...fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking a Senior Wealth Planning Associate to join our growing... ...trends. Coordinate account openings, transfers, and other client account maintenance activities...SeniorWork at office- ...Job Description Job Description Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with... ...households) on complex planning needs: multi-generational wealth transfer, trust and estate coordination, concentrated stock positions,...SeniorRelocation package
- ...leading integrated media strategy across the Viking and Resorts World Las Vegas business. This is a senior, client-facing leadership role for experienced media strategists who already operate with ownership, guiding strategy, investment decisions, and teams with...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Transfer Strategist. Be the first to apply!
Related searches
- senior brand strategist Beverly Hills, CA
- senior operations technician Beverly Hills, CA
- sr accountant Beverly Hills, CA
- senior financial analyst remote Beverly Hills, CA
- senior designer Beverly Hills, CA
- senior manager tax Beverly Hills, CA
- senior plumbing designer Beverly Hills, CA
- senior tech Beverly Hills, CA
- international tax senior Beverly Hills, CA
- senior network engineer remote Beverly Hills, CA


