Senior Associate Wealth Strategist

RBC•Minneapolis, MN

5d•Onsite

About The Position

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.

Requirements

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 Haves

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.

Responsibilities

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.