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Entry Level Rbc Wealth Management Jobs (NOW HIRING)

RBC

Client Associate

Green Bay, WI

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 ...

RBC

Senior Client Associate

Minneapolis, MN · On-site

$40K - $60K/yr

Client Associate/Registered Client Associate 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 ...

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How much do entry level rbc wealth management jobs pay per hour?

As of May 30, 2026, the average hourly pay for entry level rbc wealth management in the United States is $26.27, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $30.77 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level RBC Wealth Management Associate, and why are they important?

To thrive as an Entry Level RBC Wealth Management Associate, you need a bachelor's degree in finance, business, or a related field, strong analytical skills, and a foundational understanding of investment principles. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Office are typically required, while relevant certifications like the Canadian Securities Course (CSC) can be advantageous. Excellent communication, attention to detail, and client-focused interpersonal skills help build trust and foster long-term relationships. These abilities are crucial for delivering tailored financial solutions, maintaining compliance, and supporting the firm's reputation for quality client service.

What are some common challenges faced by entry-level professionals at RBC Wealth Management, and how can they overcome them?

Entry-level professionals at RBC Wealth Management often face challenges such as quickly adapting to a fast-paced financial environment, mastering complex investment products, and building client relationships from the ground up. To overcome these, new hires should take advantage of RBC's training resources, actively seek mentorship from experienced colleagues, and participate in team meetings to deepen their understanding of client needs and market trends. Proactively asking questions and consistently networking within the organization can also accelerate learning and career growth.

What is an Entry Level position at RBC Wealth Management?

An Entry Level position at RBC Wealth Management typically refers to roles designed for recent graduates or individuals new to the financial services industry. These positions often provide training and exposure to various aspects of wealth management, including supporting financial advisors, assisting with client service, and learning about investment products. Entry level roles are a great way to start a career in finance, offering opportunities for professional development and career advancement within the company.

Is $200,000 enough to work with a financial advisor?

For an Entry Level RBC Wealth Management advisor, having $200,000 in assets can be sufficient to start working with a financial advisor, as many firms set minimum investment thresholds that vary but often range from $50,000 to $250,000. Clients with this amount can typically access a range of financial planning and investment services, especially if they are seeking personalized advice and are open to building their portfolio over time.

What is the difference between Entry Level Rbc Wealth Management vs Financial Advisor?

AspectEntry Level Rbc Wealth ManagementFinancial Advisor
CertificationsTypically required to have or pursue licenses like Series 7, 66, or 65Often holds Series 7, 66, or 65; may also have CFP or CFA
Work EnvironmentBank branches, client meetings, team trainingIndependent or firm-based, client offices, virtual meetings
Employer & Industry UsageRBC Wealth Management, banking and financial servicesVarious firms, including banks, independent firms, and brokerages

Entry Level Rbc Wealth Management roles focus on supporting financial advisors and gaining industry experience, often within a bank setting. Financial Advisors, on the other hand, actively manage client portfolios and provide personalized financial planning. While both roles require similar licenses, the Entry Level position is more about learning and support, whereas Financial Advisors are client-facing professionals.

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Entry Level Rbc Wealth Management jobs near you
Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

RBC

Saint Louis, MO

$45K - $70K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Client Associate/Registered Client Associate

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • 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.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

The expected salary range for the Registered Client Associate position is $45,000 - $70,000 and the Client Associate position is $40,000 - $60,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

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: 1 North Brentwood Boulevard: Clayton City: Clayton Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-05-06 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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