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Associate Rbc Wealth Management Jobs in Virginia

Chesapeake Bank

Wealth Office Assistant

Williamsburg, VA

$15.25 - $20/hr

Our Wealth Management group is seeking an Office Assistant who enjoys being at the heart of the ... Associate's or Bachelor's Degree preferred * 2-3 years proven success in an administrative support ...

Chesapeake Bank

Wealth Office Assistant

Williamsburg, VA

$15.25 - $20/hr

Our Wealth Management group is seeking an Office Assistant who enjoys being at the heart of the ... Associate's or Bachelor's Degree preferred * 2-3 years proven success in an administrative support ...

UBS

Client Associate

Richmond, VA

... Associate to join our nationally recognized Private Wealth Management team who has a strong ... Your team You'll be based in our Richmond, VA office, as part of Wealth Management Americas. We ...

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

As of May 31, 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

Operations Associate

Colonial River Investments

Newport News, VA

$45K - $60K/yr

Full-time

Posted 19 days ago

Job description

About the Role:
Colonial River Wealth Management, LLC. , a growing wealth management firm, is seeking an Operations Associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Colonial River Wealth Management is to navigate our clients through consultative wealth management and retirement planning. The First Impressions Receptionist plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a Operations Assistant and share our vision, then we would love to hear from you!
Description The Operations Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.
Responsibilities & Activities

Responsibilities:
  • Assist in daily operational tasks to ensure smooth workflow and efficiency, process new accounts, execute account transfers
  • Coordinate with various departments to streamline processes and enhance productivity.
  • Monitor and analyze data to identify trends and improve operational performance.
  • Processes new contributions and redemptions, process beneficiary changes.
  • Prepare reports and documentation for internal and external stakeholders.
  • Support the implementation of new systems and technologies.
  • Maintain accurate records and ensure compliance with company policies.
  • Provide exceptional customer service to clients and partners.
  • Participate in team meetings and contribute to strategic planning discussions.
  • Performs other duties as assigned.
Requirements:
  • Bachelor's degree in Business, Finance, or a related field preferred from an accredited institution
  • Excellent attitude and an extraordinary client service orientation
  • 1-3 years of experience in operations or administrative roles.
  • Strong analytical skills and proficiency in Microsoft Office Suite.
  • Excellent communication and interpersonal skills, organizational and time management skills
  • Detail-oriented with a strong ability to manage multiple tasks.
  • Ability to work independently and as part of a team.
  • Knowledge of investment principles is a plus.
  • Positive attitude and a proactive approach to problem-solving.
  • Proficiency with Microsoft Office Suite
  • Salary is commensurate with experience
  • Interest in and knowledge of financial markets and investment securities
  • Helpful: Previous securities industry experience

About Us:
Colonial River Investments has been a trusted partner in the investment industry. Our commitment to excellence and customer satisfaction has earned us a loyal client base, while our collaborative work environment fosters growth and innovation for our employees.