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Executive Rbc Wealth Management Jobs in Virginia

RBC

Client Associate

Winchester, VA · On-site

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 ...

Royal Bank of Canada

Client Associate

Winchester, VA · On-site

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 ...

Royal Bank of Canada

Client Associate

Winchester, VA · On-site

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 ...

114 Private Wealth

Be Seen First

Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice serving individuals, families, business owners, executives, and institutions with complex financial ...

New

114 Private Wealth

Be Seen First

Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice serving individuals, families, business owners, executives, and institutions with complex financial ...

New

114 Private Wealth

Be Seen First

Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice serving individuals, families, business owners, executives, and institutions with complex financial ...

New

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice serving individuals, families, business owners, executives, and institutions with complex financial ...

New

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice serving individuals, families, business owners, executives, and institutions with complex financial ...

New

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice serving individuals, families, business owners, executives, and institutions with complex financial ...

New

Bill Good Marketing

Director of Wealth Services

Richmond, VA · On-site

$80K - $98K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... wealth management operations * Strong written communication skills; you will produce executive ... summaries and client correspondence regularly * High emotional intelligence; clients at this level ...

Bill Good Marketing

Director of Wealth Services

Henrico, VA · On-site

$80K - $98K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... wealth management operations * Strong written communication skills; you will produce executive ... summaries and client correspondence regularly * High emotional intelligence; clients at this level ...

Bill Good Marketing

Director of Wealth Services

Richmond, VA · On-site

$80K - $98K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... wealth management operations * Strong written communication skills; you will produce executive ... summaries and client correspondence regularly * High emotional intelligence; clients at this level ...

Range

Account Executive

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... Account Executives build trust with potential members by showcasing the platform's value and ...

Range

Senior Account Executive

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... Account Executives build trust with potential members by showcasing the platform's value and ...

Osaic

Executive Assistant

Petersburg, VA · Hybrid

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to ... Prior experience in financial services and/or wealth management Current Employees and Contractors ...

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Client Associate

RBC

Winchester, VA • On-site

Other

Re-posted 28 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.

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.

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

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
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

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

Address: 40 SOUTH LOUDOUN STREET: WINCHESTER

City: Winchester

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-03-11

Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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