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Associate Rbc Wealth Management Jobs in Washington

Focus Partners Wealth

Associate Wealth Advisor

Bethesda, MD · On-site

$70K - $80K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Responsibilities include creating and implementing strategies in retirement, risk management, tax ...

Matchstick

Associate Financial Advisor

Mclean, VA · Remote

$90K - $110K/yr

The Company Brown|Miller Wealth Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in the Washington, DC area, is seeking an experienced Associate ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.25 - $22.75/hr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.50 - $23/hr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...

HB Wealth

Senior Advisory Associate

Washington, DC · On-site

$75K - $85K/yr

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... We seek a Senior Advisory Associate for our Towson, Maryland office. This role provides technical ...

HB Wealth

Senior Advisory Associate

Washington, DC · Hybrid

$75K - $85K/yr

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... We seek a Senior Advisory Associate for our Towson, Maryland office. This role provides technical ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · Hybrid

$17.25 - $22.75/hr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...

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

As of Jun 25, 2026, the average hourly pay for associate rbc wealth management in Washington is $21.54, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $22.88 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 Washington? The most popular types of Rbc Wealth Management jobs in Washington are:
What cities in Washington are hiring for Associate Rbc Wealth Management jobs? Cities in Washington with the most Associate Rbc Wealth Management job openings:
Associate Rbc Wealth Management jobs near you

Associate Wealth Advisor

Focus Partners Wealth

Bethesda, MD • On-site

$70K - $80K/yr

Other

Posted 20 days ago

Job description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Knowledge of tax, estate, and insurance planning
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Mastery of technology stack offered, including CRM system and custodian websites
  • Resource and collaboration with other Associate Wealth Advisors (AWAs)
  • Ability to independently lead client communications and interactions
  • Diligent recording of client communication and information within client relationship management platform
  • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
  • Complete client billing reviews and ensure compliance for the advisory team
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities
  • The ability to meet with clients in person. Some travel may be required

Qualifications

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days of employment
  • 2+ years of financial service experience
  • Strong interpersonal skills; team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Excellent analytical skills and attention to detail
  • Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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