Senior Associate Wealth Strategist

0000050176 RBC Capital Markets, LLC

📍 Beverly Hills, California, United States 💼 Full time 🕒 Posted July 08, 2026

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Job Description

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, ...
            

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Job Details

Location Beverly Hills, California
Job Type Full time
Category Financial Specialists
Posted Date July 08, 2026
Application Deadline August 17, 2026