Senior Associate Wealth Strategist

Overview Job Description - The Senior Associate Wealth Strategist provides support for a holistic wealth transfer planning focus within RBC for high net worth (HNW) and ultra-high net worth (UHNW) clients. The role primarily supports external Wealth Strategists located across the United States, collaborating 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. Occasionally provide direct consulting, which could include conference calls or meetings with Wealth Strategists and/or Financial Advisors, clients and their families, and client tax or legal counsel. Develop educational content and provide training for Financial Advisors, RBC employees, media, and outside centers of influence, such as attorneys and CPAs. What do you need to succeed? 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? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. 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 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: 2026-07-24 #J-18808-Ljbffr 0000050176 RBC Capital Markets, LLC