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Rbc Associate Wealth Advisor Jobs (NOW HIRING)

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and ...

LPL Financial

Associate Wealth Advisor

Bay City, TX · On-site

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client ...

Focus Partners Wealth

$75K - $85K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client ...

LPL Financial

Associate Wealth Advisor

Freeport, TX

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all ...

Focus Partners Wealth

$125K - $140K/yr

The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals ...

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Rbc Associate Wealth Advisor information

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$38.5K

$67.2K

$112.5K

How much do rbc associate wealth advisor jobs pay per year?

As of Sep 10, 2026, the average yearly pay for rbc associate wealth advisor in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

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For Rbc Associate Wealth Advisor jobs, the most frequently searched job titles are:

Associate Wealth Advisor

Portland, OR • On-site

Focus Partners Wealth
See more jobs at Focus Partners Wealthexternal

$75K - $85K/yr

Other

Posted 8 days ago

Job description

## Associate Wealth AdvisorApplyremote type: Partially Remotelocations: Portland, Oregontime type: Full timeposted on: Posted Todayjob requisition id: JR100054**Job Description Summary:**Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.**Job Description:****Primary Responsibilities*** Develop, revise, and present financial plans through planning software* Knowledge of tax, estate, and insurance planning* Develops a mastery of Focus Partners investment philosophy* Create holistic investment strategy for each client, monitor risk tolerance over time as needed* Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.* Mastery of technology stack offered, including CRM system and custodian websites* Resource and collaboration with other Associate Wealth Advisors (AWAs)* Ability to independently lead client communications and interactions* Diligent recording of client communication and information within client relationship management platform* Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service* Complete client billing reviews and ensure compliance for the advisory team* Engage in advisory team business planning efforts and actively support the firm’s strategic priorities* The ability to meet with clients in person. Some travel may be required**Qualifications*** Bachelor’s Degree* Series 65 or equivalent within 120 days of employment* 2+ years of financial service experience* Strong interpersonal skills; team-orientated approach* Knowledge of financial industry, financial products, and financial planning concepts* Excellent analytical skills and attention to detail* Clean U4The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn. #J-18808-Ljbffr

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