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Associate Rbc Wealth Management Jobs in Virginia

RBC

Client Associate

Richmond, VA

Registered Client Associate/Branch Service Manager As a Registered Client Associate(RCA)/Branch ... At RBC Wealth Management, we prioritize your career progression, offering training, development ...

Royal Bank of Canada

Client Associate

Winchester, VA · On-site

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 Client Associate/Registered Client Associate ...

Royal Bank of Canada

Client Associate

Vienna, VA · On-site

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 Client Associate/Registered Client Associate ...

Royal Bank of Canada

Client Associate

Winchester, VA · On-site

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 Client Associate/Registered Client Associate ...

Royal Bank of Canada

Client Associate

Richmond, VA · On-site

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 Client Associate, become a trusted resource to our ...

Royal Bank of Canada

Client Associate

Richmond, VA · On-site

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 Client Associate, become a trusted resource to our ...

TIAA

Wealth Management Advisor- Fairfax, VA

Fairfax, VA · On-site

$100K - $110K/yr

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

United Bank

Associate Wealth Advisor

Vienna, VA · On-site

... management and business development skills under the guidance of a Wealth Advisor. The Associate provides analytical, operational, and client relationship support under the guidance of an Advisor ...

NFP

Wealth Advisor Success Associate

Reston, VA · On-site

Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business ... The Advisor Success Associate plays a key role in supporting our growing advisor network and ...

Modera Wealth Management

Advisory Manager

Mclean, VA · 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 ...

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

As of May 30, 2026, the average hourly pay for associate rbc wealth management in Virginia is $18.85, according to ZipRecruiter salary data. Most workers in this role earn between $15.00 and $20.00 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 Virginia? The most popular types of Rbc Wealth Management jobs in Virginia are:
What cities in Virginia are hiring for Associate Rbc Wealth Management jobs? Cities in Virginia with the most Associate Rbc Wealth Management job openings:
Associate Rbc Wealth Management jobs near you
Client Associate

Client Associate

RBC

Richmond, VA

Other

Posted 23 days ago

Job description

Registered Client Associate/Branch Service Manager

As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In these roles, you will leverage your administrative and operational skills to support advisors in managing and growing their business, while maintaining a client-first approach that meets compliance standards, resolves problems, onboards new accounts, and processes account records in a fast-paced, professional environment.

The BSM specifically acts as a player-coach, serving as the primary liaison between Complex management and the branch on operational matters, while modeling and fostering a positive, productive work environment. At RBC Wealth Management, we prioritize your career progression, offering training, development, and learning resources to help you grow in a way that aligns with your goals. By joining RBC, you will contribute to helping clients thrive and communities prosper, all while upholding our core values and culture as an integral part of our branch.

What will you do?

  • Oversee branch staff and operations to keep branch running smoothly including onboarding, training and motivating branch staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to Complex management team.
  • Ensure the effective communication of all policy and procedural changes and other issues that impact the branch employees and their ability to effectively perform their jobs.
  • Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities.
  • Oversee cage activities to make sure transactions get processed in a timely manner
  • Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.

What do you need to succeed?

Must-have

  • Bachelor's degree or job related experience
  • 3+ years of financial services experience with a solid knowledge of industry rules and regulations
  • Strong written and verbal communication and computer skills
  • Series 7 and 66 (or Series 63/65)
  • Attention to detail coupled with the mindset of how you can make the branch more efficient and effective

Nice-to-have

  • Supervisory experience

What's in it for you?

  • 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: 919 East Main Street:Richmond

City: Richmond

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

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