Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a ...
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Our Mishawaka, IN office is seeking an Associate to assist clients, wealth advisors, and other team ...
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Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Our Mishawaka, IN office is seeking an Associate to assist clients, wealth advisors, and other team ...
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Our Mishawaka, IN office is seeking an Associate to assist clients, wealth advisors, and other team ...
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Our Mishawaka, IN office is seeking an Associate to assist clients, wealth advisors, and other team ...
Our Mishawaka, IN office is seeking an Associate to assist clients, wealth advisors, and other team ... Serve on the client service team to assist in managing client relationships. * Involvement in ...
Our Mishawaka, IN office is seeking an Associate to assist clients, wealth advisors, and other team ... Serve on the client service team to assist in managing client relationships. * Involvement in ...
Wealth Management Client Associate
Bloomington, IN · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Client Associate
Bloomington, IN · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Manager
Auburn, IN · On-site
CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment ... and Client Service Associates. All team members are responsible for delivering a Raving Fan ...
Quick apply
Wealth Manager
Auburn, IN · On-site
CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment ... and Client Service Associates. All team members are responsible for delivering a Raving Fan ...
Wealth Manager
Auburn, IN · On-site
CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment ... and Client Service Associates. All team members are responsible for delivering a Raving Fan ...
Quick apply
Wealth Manager
Auburn, IN · On-site
CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment ... and Client Service Associates. All team members are responsible for delivering a Raving Fan ...
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ...
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ...
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ...
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ...
Function as an essential member of the relationship management team, working with lead officers and portfolio managers for a specific group of clients. * Assist other officers with wealth management ...
Function as an essential member of the relationship management team, working with lead officers and portfolio managers for a specific group of clients. * Assist other officers with wealth management ...
Function as an essential member of the relationship management team, working with lead officers and portfolio managers for a specific group of clients. * Assist other officers with wealth management ...
Quick apply
Function as an essential member of the relationship management team, working with lead officers and portfolio managers for a specific group of clients. * Assist other officers with wealth management ...
Associate Wealth Manager
Indianapolis, IN · On-site
Function as an essential member of the relationship management team, working with lead officers and portfolio managers for a specific group of clients. * Assist other officers with wealth management ...
Quick apply
Associate Wealth Manager
Indianapolis, IN · On-site
Function as an essential member of the relationship management team, working with lead officers and portfolio managers for a specific group of clients. * Assist other officers with wealth management ...
Associate Wealth Manager
Indianapolis, IN · On-site
Function as an essential member of the relationship management team, working with lead officers and portfolio managers for a specific group of clients. * Assist other officers with wealth management ...
Associate Wealth Manager
Indianapolis, IN · On-site
Function as an essential member of the relationship management team, working with lead officers and portfolio managers for a specific group of clients. * Assist other officers with wealth management ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Client Service Associate - Wealth Management
Carmel, IN · Remote
$13.75 - $19/hr
We implement a holistic view of individual wealth management, creating strategies to help our ... Position Overview The Client Service Associate (CSA) plays a critical role in delivering a high ...
Client Service Associate - Wealth Management
Carmel, IN · Remote
$13.75 - $19/hr
We implement a holistic view of individual wealth management, creating strategies to help our ... Position Overview The Client Service Associate (CSA) plays a critical role in delivering a high ...
Client Service Associate - Wealth Management
Carmel, IN · On-site
$13.75 - $19/hr
We implement a holistic view of individual wealth management, creating strategies to help our ... Position Overview The Client Service Associate (CSA) plays a critical role in delivering a high ...
Client Service Associate - Wealth Management
Carmel, IN · On-site
$13.75 - $19/hr
We implement a holistic view of individual wealth management, creating strategies to help our ... Position Overview The Client Service Associate (CSA) plays a critical role in delivering a high ...
Client Service Associate - Wealth Management
Carmel, IN · Remote
$14.50 - $19.75/hr
We implement a holistic view of individual wealth management, creating strategies to help our ... Position Overview The Client Service Associate (CSA) plays a critical role in delivering a high ...
Client Service Associate - Wealth Management
Carmel, IN · Remote
$14.50 - $19.75/hr
We implement a holistic view of individual wealth management, creating strategies to help our ... Position Overview The Client Service Associate (CSA) plays a critical role in delivering a high ...
Client Service Associate - Wealth Management
Carmel, IN · On-site
$13.75 - $19/hr
We implement a holistic view of individual wealth management, creating strategies to help our ... Position Overview The Client Service Associate (CSA) plays a critical role in delivering a high ...
Client Service Associate - Wealth Management
Carmel, IN · On-site
$13.75 - $19/hr
We implement a holistic view of individual wealth management, creating strategies to help our ... Position Overview The Client Service Associate (CSA) plays a critical role in delivering a high ...
Associate Rbc Wealth Management information
See Indiana salary details
$8.92 - $10.85
2% of jobs
$10.85 - $12.79
6% of jobs
$14.29 is the 25th percentile. Wages below this are outliers.
$12.79 - $14.72
21% of jobs
The median wage is $16.19 / hr.
$14.72 - $16.66
27% of jobs
$16.66 - $18.59
18% of jobs
$18.68 is the 75th percentile. Wages above this are outliers.
$18.59 - $20.52
12% of jobs
$20.52 - $22.46
5% of jobs
$22.46 - $24.39
3% of jobs
$24.39 - $26.33
2% of jobs
$26.33 - $28.26
2% of jobs
$28.26 - $30.19
1% of jobs
$8
$18
$30
How much do associate rbc wealth management jobs pay per hour?
What is the difference between Associate Rbc Wealth Management vs Financial Advisor?
| Aspect | Associate Rbc Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | Typically requires FINRA licenses (e.g., Series 7, 66) and possibly CFP | Often holds CFP, Series 7, 66, or other financial planning certifications |
| Work Environment | Supports senior advisors, works in banking or financial services firms | Directly interacts with clients, provides financial planning and investment advice |
| Employer & Industry Usage | Commonly employed by banks, wealth management firms, and financial institutions | Employed 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.
Full-time
Posted 19 days ago
Job description
What is the opportunity?
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
- Maintain confidentiality in accordance with RBC's Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor's degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Financial services experience
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 and flexible benefits, competitive compensation, commissions, and stock where applicable
- 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 Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address:
8888 KEYSTONE CROSSING:INDIANAPOLIS
City:
Indianapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-02-26
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
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.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
About Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA