Wealth Transfer Strategist Associate | HNW & UHNW Focus
RBC
RBC is seeking a Senior Associate Wealth Strategist in Minneapolis to support a holistic wealth transfer planning focus for HNW and UHNW clients. You will collaborate with external Wealth Strategists and Financial Advisors to deliver trusted guidance. The role emphasizes collaboration across teams, client experience, and ongoing professional development within RBC's Wealth Management platform. #J-18808-Ljbffr RBC
$70k - $130k
...team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the... ...experience at RBC for its high net worth ("HNW") and ultra-high net worth ("UHNW") clients. The position primarily...High net worthFull timeTemporary workFlexible hours$159.97k - $188.2k
...from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private... ...wealth planning, estate planning and wealth transfer needs. Will serve as a subject matter... ..."s external and internal advisors. Focuses to grow the PWM business within assigned...High net worthTemporary workWork experience placementLocal area- U.S. Bank is seeking a Wealth Strategist in Minneapolis to partner with Private Wealth Advisors to bring new client relationships above $1... ...relationships across wealth planning, estate planning, and wealth transfer needs. Expertise in fiduciary, tax, and trust strategies is...Suggested
$90k - $160k
...What is the opportunity? The purpose of the Wealth Strategist – Cross Border opportunity is to increase PCG holistic cross border planning focused on financial planning as part of the core client experience and wealth transfer and business planning for US based clients...High net worthFull timeTemporary workFlexible hours- ...seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...fostering a high-performance culture focused on collaboration,... ...Portfolio Management experience with HNW or UHNW client relationships, or... ...Advisor or Brokerage Client Associate.Demonstrated ability to transition...High net worthFull timeWork experience placementWork at office
$102k - $120k
...unique set of financial advantages and challenges. Regis Wealth Advisors work hand‑in‑hand with these clients to help them... ...their goals with more confidence and less stress. The Associate Wealth Advisor I focuses on deepening relationships with an established base of clients...High net worthTemporary workWork at officeLocal areaRemote workMonday to Friday$75k - $105k
...responsibilitiesAre you skilled at developing wealth management strategies? Does financial... ...re looking for a Senior Wealth Strategy Associate to:• assist financial advisors in client... ...'s or master`s degree or equivalent, focusing on finance and business administration....High net worthFull timeFlexible hours$140k - $230k
...DescriptionWhat is the opportunity?The Head of Wealth Consulting will provide leadership and... ...Relationship ManagementPromotes a client focused culture with ethical and professional... ...presentations where needed, for relationships with HNW asset potential.Managerial...High net worthFull timeWork at officeHome officeFlexible hours$75k - $100k
...00 - $100,000.00 per year Role Overview We are seeking an Associate, Private Wealth Client Services to support a collaborative team of advisors... ...Support client onboarding, including account setup, asset transfers, and coordination of required documentation. Manage...High net worthFull timeTemporary workWork at officeLocal area$90k - $120k
...Senior Associate Wealth Planner The Carlson Family Office is seeking a full-time Senior Associate Wealth Planner to join our Wealth Planning... ...Maintain client accounts and support money movement, transfers, and documentation Support portfolio implementation, asset...High net worthFull timeWork at officeWork from homeFlexible hours3 days per week- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering... ...admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant...High net worth
$114.5k - $157.4k
...and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of... ...Job DescriptionConsult with advisors, assess their High Net Worth (HNW) client/prospect case, develop financial planning proposals, case...High net worthFull timeH1bWork at officeWork from homeVisa sponsorship1 day per week- Mercer Advisors is seeking an Associate Wealth Advisor in Minneapolis, MN to deepen client relationships and grow practice with in‑house specialists. You will deliver comprehensive financial planning analyses and leverage the team to advance client goals, while developing...
- High Net-worth Financial / Wealth Advisor (Minneapolis) 1 week ago Be among the first 25 applicants Direct message the job poster from Talent Focus Executive Search and Consulting Talent Focus is proud to collaborate with a renowned international wealth management institution...High net worthFull timePrivate practice
$102k - $190k
Application Deadline:09/04/2026Address:50 S 6th StreetJob Family Group:Wealth Sales & ServiceServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates...High net worthFull timeContract workPart timeLocal areaShift work- Northwestern Mutual - Minneapolis District Office is seeking a Paraplanning Associate to support the Wealth Management Advisor and team in delivering comprehensive financial planning proposals. The role focuses on client data management, scenario analyses, and preparing...Work at office
- ...this role to work on site in the specified locations. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric... ...advice built on Schwab’s approach to investing. What you have As an Associate Wealth Advisor, you will be responsible for supporting 2-4...High net worthWork at office
- ...built on stewardship, trust, and 100+ years of financial excellence. At Trust Point Inc. , your work shapes legacies. As a Wealth Strategist on our Family Office team, you become a trusted partner to individuals, families, and privately held businesses seeking...Work at office
$95k - $120k
...Estate Planning Associate Attorney LOCATION: Work between Minneapolis and St. Michael... ...are seeking an experienced and client-focused Estate Planning Attorney to join our... ...succession planning, and tax-efficient wealth transfer strategies. This position requires strong...High net worthWork at officeRemote work- ...relationships with clients. Qualifications & Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM) ~ Active Investment Adviser Representative...High net worthWork at office
- ...this role to work on site in the specified locations. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric... ...built on Schwab’s approach to investing. What you have As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth...High net worthWork at office
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management... ...evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission....High net worthWork at officeFlexible hours
- Rocket55 is seeking a Paid Digital Strategist to lead multi‑channel ad campaigns for B2B and B2C clients. The role focuses on strategizing, executing, and maintaining campaigns across Google Ads, Meta, LinkedIn, and programmatic channels while managing multi‑million dollar...
$113k - $225k
...firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and...High net worthFull timeWork at officeShift work$75k - $100k
CCM ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes. Candidates...High net worth$160k - $200k
...and client service team.Advise clients on income tax planning, wealth transfer planning, trust and estate matters, charitable giving... ...matters.Within PCS, our Trust & Estate / High-Net-Worth team focuses on building long-term client relationships and delivering thoughtful...High net worthFull timeLocal area$126.1k - $253k
...Worth Multi-Generational Families team focuses on post liquidity families and corporate... ...spectrum of tax services including wealth transfer, charitable and retirement planning, and... ...be eligible for hire as an experienced associate.RSM will consider for employment qualified...High net worthFull timeWork experience placementInternshipLocal area- ...all begins with you.About this role:Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending, & Trust's (BL&T) center of... ...other legally protected characteristic.Employees support our focus on building strong customer relationships balanced with a strong...High net worthFull timeWork experience placementWork at office
- ...wellsfargojobs.com)Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending, &... ...team providing custom credit solutions focused on credit delivery to Private Capital... ...disqualification are not eligible to be associated with a FINRA-registered broker-dealer....High net worthFull timeWork experience placement
- ...learn more. National Director of Financial Services (***) ***-**** Echo is partnering with a Twin Cities wealth management firm that is looking to add an Associate Wealth Manager to their organization due to growth of the firm. This is a well-balanced position assisting...Full timeWork experience placement
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