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Associate Rbc Wealth Management Jobs in Philadelphia, PA

C&N

Associate Wealth Advisor

Doylestown, PA · On-site

At C&N, we're seeking an Associate Wealth Advisor to support our Wealth Advisors while developing ... Client Relationship Management: Support Wealth Advisors in servicing client relationships by ...

C&N

Associate Wealth Advisor

Doylestown, PA · On-site

At C&N, we're seeking an Associate Wealth Advisor to support our Wealth Advisors while developing ... Client Relationship Management: Support Wealth Advisors in servicing client relationships by ...

C&N

Senior Wealth Advisor

Doylestown, PA · On-site

Coach and mentor Associate Wealth Advisors while contributing to the continued growth and success of the Wealth Management team. * Technology & Relationship Management: Leverage Salesforce CRM and ...

C&N

Senior Wealth Advisor

Doylestown, PA · On-site

Coach and mentor Associate Wealth Advisors while contributing to the continued growth and success of the Wealth Management team. * Technology & Relationship Management: Leverage Salesforce CRM and ...

Modera Wealth Management

Planning Associate

Wayne, PA · On-site

$60K - $85K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... We are looking for a Planning Associate that will be responsible for supporting our lead advisors ...

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All JobsAssociate Rbc Wealth Management JobsAssociate Rbc Wealth Management Jobs in Philadelphia, PA

Associate Rbc Wealth Management information

See Philadelphia, PA salary details

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

As of Jul 26, 2026, the average hourly pay for associate rbc wealth management in Philadelphia, PA is $17.78, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $18.89 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 Philadelphia, PA? The most popular types of Rbc Wealth Management jobs in Philadelphia, PA are:
Associate Rbc Wealth Management jobs near you
Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

Royal Bank of Canada

Conshohocken, PA • On-site

Full-time

Posted 10 days ago

Job description

Job Description
What is the opportunity?
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, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?
Must-have
  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have
  • Current FINRA registrations
  • Financial services experience

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • 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:
181 WASHINGTON STREET:CONSHOHOCKEN
City:
Conshohocken
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-06-16
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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