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Associate Rbc Wealth Management Jobs in Washington

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 ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

The firm emphasizes a disciplined, long-term approach to investment management and portfolio ... Review planning analyses and recommendations prepared by associates. * Participate in business ...

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 ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... As a Client Service Associate, you will be responsible for managing client communications and ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... As a Client Service Associate, you will be responsible for managing client communications and ...

HUB

Tax Services Manager

Mclean, VA · Hybrid

$130K - $150K/yr

Review returns prepared by Tax Associates and provide technical feedback and coaching * Serve as ... Collaborate with wealth management advisors to integrate tax strategy into holistic client ...

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

As of Jul 15, 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

Senior Advisory Associate

HB Wealth

Washington, DC • On-site

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary:
We seek a Senior Advisory Associate for our Towson, Maryland office. This role provides technical and operational support to Wealth and Senior Wealth Advisors. Serving as the primary internal liaison, they help ensure delivery of agreed-upon client service standards across assigned relationships.
Key responsibilities include building and maintaining financial plans, preparing meeting materials, managing financial planning software, inputting client data, and developing client-ready deliverables. Senior Advisory Associate may attend client meetings to take notes and handle basic client inquiries but do not provide financial advice.
Job Responsibilities:
General Support
  • Provide analysis, client service, and technical support to senior team members.
  • Develop technical expertise across investments, cash flow projections, insurance, tax, and estate planning to prepare for a future Wealth Advisor role.
  • Coordinate meeting follow-ups and collaborate with team members as needed.
  • Train, coach, and mentor junior team members.
  • Contribute to team initiatives to improve efficiency, quality, and control through system and process enhancements.
  • Create, edit, and format professional documents using Microsoft Office Suite.

Analytical Support
  • Analyze client data and prepare reports, presentations, and financial plans.
  • Enter and maintain information in financial planning software; produce specialized reports and analyses.
  • Assist in preparing investment policy statements.

Advisory Support
  • Attend client meetings to take notes and, when appropriate, present limited materials.
  • Support Wealth Advisors in managing client service-scheduling, preparation, meeting participation, and follow-up.
  • Address basic client inquiries and assist clients with account access and portal navigation.
  • Coordinate with custodians to obtain account information as needed.
  • Maintain accurate client data in the CRM and ensure portfolio reports are complete and accurate before client meetings.

Requirements
  • Bachelor's Degree from an accredited college or university
  • 2-4 years of relevant industry experience
  • Minimum of 1 year of experience supporting client relationships
  • Highly proficient with the Microsoft Office Suite
  • Proficiency with financial planning, CRM, and Portfolio reporting software
  • Demonstrated progress toward a Professional designation (ex. series 65, CFP)
  • Ability to obtain series 65 within the first 6 months of employment

Salary range: $75k - $85k base + annual bonus potential
Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 40%
  • Cell phone stipend
  • Equity Participation Plan

Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.
Salary Description
$75k - $85k base + annual bonus potential

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