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Executive Rbc Wealth Management Jobs in Florida (NOW HIRING)

Farther

Wealth Advisor, Ultra High Net Worth

Miami, FL · On-site +1

Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...

Pwc

Asset & Wealth Management Tax Director

Miami, FL · On-site

$150K - $438K/yr

... executive-level client relations. Translating the vision, you set the tone and inspire others to ... wealth management clients - Overseeing the preparation and filing of tax returns, confirming ...

Jefferies

Wealth Management Sales Associate

Miami, FL

$75K - $100K/yr

Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team. Primary ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$116K - $150K/yr

... executive role. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management ...

Northern Trust

Wealth Strategist

Tampa, FL · On-site

$114K - $148K/yr

... executive role. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$116K - $150K/yr

... executive role. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$115K - $149K/yr

... executive role. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management ...

Northern Trust

Wealth Strategist

Tampa, FL · On-site

$110K - $142K/yr

... executive role. As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management ...

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Infographic showing various Executive Rbc Wealth Management job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Client Associate/Registered Client Associate

RBC

Palm Beach Gardens, FL • On-site

Other

Re-posted 17 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 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 Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

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