Wealth Advisor
$70k - $130kRBC
What 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 position primarily supports external Wealth Strategists located throughout the United States who are collaborating directly with Financial Advisors and their clients. Job Description What 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 position primarily supports external Wealth Strategists located throughout the United States who are collaborating 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. In addition to supporting external Wealth Strategists, occasionally provide direct consulting, which could range from conference calls or meetings with Wealth Strategists and/or Financial Advisors, clients and their families, and client tax or legal counsel. Serve 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. Must-have Bachelor's degree Strong analytical skills and excellent oral and written communication skills 3 or more years of experience with wealth transfer planning Nice-to-have JD, LLM, and/or CPA Securities 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 compensation Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business The good-faith expected salary range for this position is $70,000 - $130,000, depending on various factors, such as: (i) candidate’s education, experience, skills, and registration status; (ii) market conditions; and (iii) business needs. This salary range does not include other elements of total compensation, such as RBC’s Short-Term Incentive Program. Other benefits include: (i) a 401(k) program with company-matching contributions; (ii) health, dental, vision, life and disability insurance; and (iii) a paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Additional Job Details Address 250 NICOLLET MALL:MINNEAPOLIS City Minneapolis Country United States of America Work hours/week 40 Employment Type Full time Platform WEALTH MANAGEMENT Job Type Regular Pay Type Salaried Posted Date 2026-05-04 Application Deadline 2026-08-28 RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. #J-18808-Ljbffr
$157.23k - $192.17k
...you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...SuggestedFull timeWork experience placementLocal area3 days per week- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning guidance to Schwab clients, helping them reach their goals. You will grow your practice through client referrals, networking and asset consolidation, collaborating with...Suggested
$80k - $90k
A leading financial services institution is seeking a Financial Advisor in Seattle, WA to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to identify needs, develop relationships, and recommend appropriate investment...Suggested- The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior...SuggestedFull time
- ...Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored... ...clients’ financial goals and leverage the full suite of Lido Advisors’ services. Collaborate with Client-Service Teams: Work closely...Suggested
- ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm...Work at office
$125k - $200k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations and provide for the people, causes and... ...would like to meet you. Responsibilities Collaborate with lead advisors to manage the client service experience, oversee task lists and...Permanent employmentTemporary workWork at officeFlexible hours- ...Please closely read the job requirements before applying. Thanks! A Seattle-area RIA has asked us to help them fill two new Wealth Advisor openings, onsite five days a week north of the city. This is a 100-person RIA in serious growth mode. Sales acumen is required, but...Work at office
- ...Swickard Auto Group, representing Volvo Cars Seattle, is seeking a Senior Service Advisor. You will manage guest relationships, deliver premium service experiences, and translate complex repair details into clear, actionable recommendations. Ideal candidates have 3+ years...
- ...Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team of advisors to create...
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...
- ...J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to provide comprehensive financial planning and advice to individual clients and families. The role requires a minimum of two years as a Financial Advisor and expertise in delivering personalized investment...
$84k - $96k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals...Work at officeLocal areaRemote work2 days per week- ...Lido Advisors, LLC is seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies and manage a growing book of high‑net‑worth clients in the greater Seattle area. Reporting to the Regional Market Leader, you will collaborate with...Flexible hours
$177k - $300k
...make a difference. Join us! Job Description: This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and...Full timeWork experience placementLocal areaWork from homeShift workDay shift$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area$100k - $130k
...Location : Seattle, WA (Hybrid) Our client is an established, growing private wealth management firm seeking a **Associate Wealth Advisor**, an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This person is a...Full timeWork at office- ...Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment... ...United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-...For contractorsWork at office
- ...thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution....
$75k - $160k
Goldman Sachs is looking for a Private Wealth Management professional based in Washington, DC. The ideal candidate will leverage their unique background to establish and nurture client relationships while providing tailored investment advice. Applicants should have over...- Highland Private Wealth Management in Bellevue or Ellensburg seeks an experienced wealth advisor to grow a personal book of business and deliver tailored client planning and investment guidance. While primarily on-site, a remote option may be considered for the right candidate...Private practiceRemote work
- A leading financial services firm based in Seattle is hiring a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. The role requires a proven ability in client acquisition, financial advising, and maintaining...
- The Misch Group is seeking an experienced Financial Advisor to join our independent wealth-management team in Washington. You will guide clients through comprehensive planning, retirement income strategies, and ongoing asset management to help them reach their financial...
- Join a dynamic and fast-growing Registered Investment Advisor as a Family Advisor, where you will play a pivotal role in helping clients... ...the opportunity to engage deeply with clients, manage their wealth planning needs, and collaborate with a dedicated team. You will...
- ...office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution,...Work at office
- Empirical Financial Services, LLC is seeking experienced Financial Advisors in Seattle, Washington. Join a fast-growing firm dedicated to providing coordinated advice and exceptional service to high-net-worth clients. Ideal candidates will possess a CFP designation and...
- HSBC seeks a Wealth Relationship Manager to build and manage a portfolio of high-value clients, delivering wealth planning solutions and investment products. The role involves identifying opportunities, expanding wallet share, and maintaining strong relationships across...
- Charles Schwab is hiring a Wealth Advisor to join Schwab Wealth Advisory in Washington. You will deliver fiduciary financial advice, develop tailored plans, and manage client portfolios for high-net-worth individuals. This role emphasizes on-site collaboration and in-depth...
- A leading wealth management firm is seeking an experienced Senior Wealth Advisor in Seattle. The ideal candidate has over 7 years of experience and a strong track record of UHNW client relationships. You'll provide comprehensive wealth management services, transition client...Work at office
- An established industry player is seeking a Wealth Advisor to join their dynamic team in Bellevue. This role empowers you to create personalized financial plans and manage complex portfolios for clients. You will be part of a collaborative environment that values innovative...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
- financial planner cfp Seattle, WA
- senior financial advisor Seattle, WA
- strategic finance associate Seattle, WA
- oracle financial functional consultant Seattle, WA
- associate leveraged finance Seattle, WA
- entry level financial advisor Seattle, WA
- wealth advisor associate Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- financial advisor development program Seattle, WA
- jde finance consultant Seattle, WA

