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Associate Rbc Wealth Management Jobs in Georgia (NOW HIRING)

First Citizens Bank

Wealth Consultant

Atlanta, GA · On-site

Serves as a primary relationship manager for high net worth clients and families, while ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Wealth Consultant

Atlanta, GA · On-site

Serves as a primary relationship manager for high net worth clients and families, while ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Wealth Consultant

Atlanta, GA

Serves as a primary relationship manager for high net worth clients and families, while ... Engages other associates within the department to provide ongoing advice, products and services as ...

Modera Wealth Management

Advisory Manager

Atlanta, GA · On-site

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Coordinate the work of Planning Associates to ensure efficient distribution of financial planning ...

Modera Wealth Management

Advisory Manager

Atlanta, GA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Coordinate the work of Planning Associates to ensure efficient distribution of financial planning ...

Truist

Wealth Advisor III - Atlanta

Atlanta, GA · On-site

... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

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Associate Rbc Wealth Management information

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How much do associate rbc wealth management jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for associate rbc wealth management in Georgia is $16.06, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $17.07 per hour, depending on experience, location, and employer.

What is the difference between Associate Rbc Wealth Management vs Financial Advisor?

AspectAssociate Rbc Wealth ManagementFinancial Advisor
CertificationsTypically requires FINRA licenses (e.g., Series 7, 66) and possibly CFPOften holds CFP, Series 7, 66, or other financial planning certifications
Work EnvironmentSupports senior advisors, works in banking or financial services firmsDirectly interacts with clients, provides financial planning and investment advice
Employer & Industry UsageCommonly employed by banks, wealth management firms, and financial institutionsEmployed by banks, independent firms, or as self-employed financial planners

The main difference is that an Associate Rbc Wealth Management typically supports senior advisors and focuses on administrative and preparatory tasks, while a Financial Advisor directly manages client relationships and provides personalized financial planning services. Both roles require relevant licenses and certifications, but the Financial Advisor role involves more client interaction and decision-making responsibility.

What are the most commonly searched types of Rbc Wealth Management jobs in Georgia? The most popular types of Rbc Wealth Management jobs in Georgia are:
What cities in Georgia are hiring for Associate Rbc Wealth Management jobs? Cities in Georgia with the most Associate Rbc Wealth Management job openings:
Associate Rbc Wealth Management jobs near you
Private Wealth Management Wealth Advisor

Private Wealth Management Wealth Advisor

Regions Financial Corporation

Buckhead, GA • On-site

$135K - $192K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Regions Bank rating

8.1

Company rating: 8.1 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

51st of 149 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
  • Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
  • Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
  • Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
  • Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
  • Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
  • Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
  • Acts as a resource to associates with less experience

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
  • Bachelor's degree in business, finance, economics, accounting or related field
  • Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related

Skills and Competencies
  • Ability to independently manage the largest client relationships
  • Advanced relationship management, business development and presentation skills
  • Advanced sales, negotiation, problem solving, and interpersonal skills
  • Anticipates client needs and is proactively provides solutions
  • Excellent verbal and written communication skills
  • Possess effective and proven sales experience
  • Strong initiative to be proactive and follow through on client requests

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$135,147.71 USD
Median:
$192,370.50 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Buckhead
Location:
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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