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Senior Rbc Wealth Management Jobs in Virginia (NOW HIRING)

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

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our practice provides comprehensive wealth management and financial planning through a ... We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This ...

New

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our practice provides comprehensive wealth management and financial planning through a ... We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This ...

New

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our practice provides comprehensive wealth management and financial planning through a ... We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This ...

New

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages ...

Osaic

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Opportunity in ... As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Current Employees and Contractors Apply Here Osaic Careers Wealth Management Opportunity in ... As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Opportunity in ... As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages ...

Hoxton Circle

Senior Tax Associate

Richmond, VA · Hybrid

$81K - $100K/yr

Our client, a wealth management firm based in Richmond, VA is searching for a Senior Tax Associate. Our client is a growing wealth management firm serving high-net-worth individuals, with an ...

Range

Senior iOS Engineer

Mclean, VA · On-site

$141K/yr

Range is building AI-powered wealth management that actually works. They are seeking a Senior iOS Engineer to own and evolve the Range iOS experience, shaping how members interact with their ...

Range

Senior iOS Engineer

Mclean, VA · On-site

$141K/yr

Range is building AI-powered wealth management that actually works. They are seeking a Senior iOS Engineer to own and evolve the Range iOS experience, shaping how members interact with their ...

Range

Senior Financial Planning Associate

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while ...

CAPTRUST

Wealth Financial Advisor

Alexandria, VA · On-site

  • Medical

  • Retirement

Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager. This ... senior This position will remain open until filled.

Posted today

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Senior Rbc Wealth Management information

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 key skills and qualifications needed to thrive as a Senior RBC Wealth Management professional?

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.

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 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 are the most commonly searched types of Rbc Wealth Management jobs in Virginia?

The most popular types of Rbc Wealth Management jobs in Virginia are:

What cities in Virginia are hiring for Senior Rbc Wealth Management jobs?

Cities in Virginia with the most Senior Rbc Wealth Management job openings:

Senior Rbc Wealth Management jobs near you

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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