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Senior Rbc Wealth Management Jobs in Florida (NOW HIRING)

Mesirow Financial

Senior Wealth Advisor

Boca Raton, FL · On-site

Wealth management has been Mesirow's flagship business for nearly 90 years, built around our trusted advisors who have an average tenure at the firm of 19 years. We are recruiting for a Senior Wealth ...

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Senior Rbc Wealth Management information

How does a Senior RBC Wealth Management professional typically collaborate with other teams to deliver comprehensive client solutions?

In the Senior RBC Wealth Management role, professionals work closely with various internal teams such as investment advisors, financial planners, tax specialists, and trust professionals to provide holistic wealth solutions for clients. Collaboration often involves regular strategy meetings, joint client consultations, and the development of tailored financial plans that address complex needs. This integrated approach helps ensure clients receive well-rounded advice and services, while also offering the opportunity for senior professionals to mentor junior staff and contribute to team knowledge sharing.

What are the key skills and qualifications needed to thrive as a Senior RBC Wealth Management professional, and why are they important?

To thrive as a Senior RBC Wealth Management professional, you need in-depth knowledge of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or a related field and relevant certifications such as CFA or CFP. Proficiency with portfolio management tools, financial analysis software, and CRM systems is commonly required. Exceptional communication, relationship-building, and problem-solving skills set top performers apart in this client-focused role. These skills are crucial for delivering tailored wealth solutions, maintaining client trust, and ensuring regulatory adherence in a competitive financial environment.

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

AspectSenior Rbc Wealth ManagementFinancial Advisor
CertificationsCFP, CFA, or equivalentCFP, Series 7, 66/65
Work EnvironmentBank branches, private client officesIndependent or firm-based, client meetings
Employer & IndustryRoyal Bank of Canada, banking & wealth managementVarious financial firms, independent practices

Senior Rbc Wealth Management professionals typically hold advanced certifications like CFP or CFA and work within RBC's banking environment, focusing on high-net-worth clients. Financial Advisors may have similar certifications but often work independently or for different firms, serving a broader client base. The roles overlap in client advisory skills but differ in employer setting and scope of services.

What does a Senior RBC Wealth Management professional do?

A Senior RBC Wealth Management professional provides advanced financial advice and investment solutions to high-net-worth individuals, families, and businesses. They help clients develop personalized wealth management strategies, which may include investment planning, retirement planning, estate planning, and tax optimization. Leveraging their expertise and RBC’s resources, they aim to protect and grow clients’ assets while building long-term relationships based on trust and financial goals.
What are the most commonly searched types of Rbc Wealth Management jobs in Florida? The most popular types of Rbc Wealth Management jobs in Florida are:
What cities in Florida are hiring for Senior Rbc Wealth Management jobs? Cities in Florida with the most Senior Rbc Wealth Management job openings:
Senior Rbc Wealth Management jobs near you
Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

Royal Bank of Canada

Palm Beach Gardens, FL • On-site

Full-time

Posted 25 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
  • 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:

3801 PGA BOULEVARD:PALM BEACH GARDENS

City:

Palm Beach Gardens

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-22

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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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.

Employment Type: FULL_TIME

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