Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Senior Associate Wealth Strategist role.
Rezi rewrites your resume against Royal Bank of Canada's job description. Free.
Tailor your resume to this Senior Associate Wealth Strategist role.
Rezi rewrites your resume against Royal Bank of Canada's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Senior Associate Wealth Strategist posting at Royal Bank of Canada — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Senior Associate Wealth Strategist posting at Royal Bank of Canada — free, in seconds.
About the Role
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.
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.
- 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.
Requirements
- Bachelor's degree
- Strong analytical skills and excellent oral and written communication skills
- 3 or more years of experience with wealth transfer planning
- 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.
Skills
- Wealth transfer planning
- Tax planning
- Estate planning
- Business succession planning
- Trust planning
- Charitable planning
- Analytical skills
- Oral communication skills
- Written communication skills
Location
- Minneapolis, United States of America
Work Type
- Full time
Experience Level
- Senior Associate
- 3 or more years of experience
Education Level
- Bachelor's degree
- JD
- LLM
- CPA
Salary/Compensations
- $70,000 - $130,000
Benefits
- Bonuses
- Flexible benefits
- Competitive compensation
- 401(k) program with company-matching contributions
- Health, dental, vision, life and disability insurance
- Paid time-off plan
About the Company
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Equal Opportunity
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.