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Associate Rbc Wealth Management Jobs in Billings, MT

Stifel

Branch Intern

Billings, MT · On-site

$17.50 - $23/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Branch Intern

Billings, MT · On-site

$17.50 - $23/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Branch Intern

Billings, MT · On-site

$17.50 - $23/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Dollar Tree

Store Manager Trainee

Billings, MT · On-site

$19.25 - $23/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Billings, MT · On-site

$19.25 - $23/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Billings, MT

$19.25 - $23/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Billings, MT · On-site

$14.25 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Bridger, MT · On-site

$13 - $18/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsAssociate Rbc Wealth Management JobsAssociate Rbc Wealth Management Jobs in Billings, MT

Associate Rbc Wealth Management information

See Billings, MT salary details

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

As of Aug 30, 2026, the average hourly pay for associate rbc wealth management in Billings, MT is $18.72, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $19.86 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.

Associate Rbc Wealth Management jobs near you

Client Services Associate

Billings, MT • On-site

First Interstate Bancsystem Inc
Commercial Banking • 1 - 5K employees
Learn more about First Interstate Bancsystem Incexternal

Other

PTO

Posted 16 days ago

Job description

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal
This position is located at our Billings, MT Downtown Tower branch.
What's Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Child Care Assistance Program for eligible dependent(s).
  • Exercise reimbursement program for employees.
  • The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan Specialists, Retirement Plan Advisors, and clients. This position ensures high-quality client experiences through effective communication, accuracy, and timely follow-up. The Client Services Associate plays a key role in account onboarding, maintenance, documentation, and daily service needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Initiates and schedules appointments with new and existing clients; gather necessary information prior to meetings.
  • Serves as a primary point of contact for client inquiries regarding general account activity, documentation, and service requests.
  • Supports the onboarding of new client accounts, including gathering documentation, preparing forms, and coordinating with internal teams.
  • Processes account maintenance requests such as beneficiary changes, address updates, distributions, and account transfers.
  • Assists in preparing client meeting materials, reports, and follow-up correspondence.
  • Maintains accurate and compliant client records and ensure all documentation meets regulatory standards.
  • Monitors and responds to daily client requests with strong attention to detail and service quality.
  • Works closely with operations and trust administration teams to resolve issues efficiently.
  • Supports Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors in daily administrative tasks and workflow management.
  • Performs other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
  • Strong communication and client service skills, demonstrated through regular coordination with internal and external stakeholders and successful completion of projects or service requests.
  • High attention to detail and accuracy, evidenced by consistently producing error-free work, managing multiple deadlines, or handling high-volume tasks in fast-paced environments.
  • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), demonstrated through hands-on use to create documents, analyze data, develop presentations, and support day-to-day workflow.
  • Willingness to obtain certifications or licenses specific to the role; training and sponsorship provided.
EDUCATION AND/OR EXPERIENCE
  • High School Diploma or General Education Degree (GED) required
  • 1-3 years experience in financial services, banking, trust, wealth management, brokerage, or a related field required
  • Experience with customer relationship management or trust/wealth software preferred
LICENSES AND CERTIFICATIONS
  • Related certifications or licenses preferred
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
  • Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
  • Lifting - Occasionally (up to 10 lbs)
  • Sitting - Frequently
  • Overtime - Subject to business need
  • Noise Level - Moderate
  • Typical Work Hours - M-F (8-5)
  • Regular and Predictable Attendance - Required

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal

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