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Senior Rbc Wealth Management Jobs in Washington (NOW HIRING)

Range

Senior Software Engineer

Mclean, VA · On-site

$124K - $163K/yr

Range is building AI-powered wealth management that actually works. They are seeking a software engineer who understands user problems, architects solutions, and ships them quickly, contributing to ...

Range

Senior Product Manager

Mclean, VA · On-site

$127K - $168K/yr

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... About the role As a Senior Product Manager, you will be responsible for helping us drive and ...

Range

Senior Security Engineer

Mclean, VA · On-site

$130 - $180/hr

Most wealth management is fragmented. Range is building AI-powered wealth management that actually ... We're looking for a senior security engineer who breaks things so our members never have to worry.

Range

Senior Account Executive

Mclean, VA · On-site

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google ...

Range

Senior iOS Engineer

Mclean, VA · On-site

$141K/yr

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... About the Role We're looking for a Senior iOS Engineer to own and evolve the Range iOS experience.

Cillium Corp.

data analyst

Fairfax, VA · On-site

About 9+ years of experience required The role will support the Senior DQ Measurement Manager to ... Services (Banking, Wealth Management, and Capital Markets) business processes and resultant ...

Pwc

Tax Senior Manager - Private Companies

Washington, DC · On-site

$124K - $335K/yr

You'll be assisting the team focus on key issues like wealth management, compliance, cash flow ... As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex ...

cillium corp

data analyst

Fairfax, VA · On-site

... Senior DQ Measurement Manager to conduct analysis of profiling and metrics results • Review DQ ... Services (Banking, Wealth Management, and Capital Markets) business processes and resultant ...

PNC Bank

Wealth Strategist Senior

Washington, DC · On-site

$133K - $296K/yr

As a Wealth Strategist Sr within PNC's Private Bank organization, you may be based in Washington ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...

PNC Bank

Wealth Strategist Senior

Bethesda, MD · On-site

$133K - $296K/yr

As a Wealth Strategist Sr within PNC's Private Bank organization, you may be based in Washington ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...

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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?

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 Washington?

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

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

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

Senior Rbc Wealth Management jobs near you

Senior Wealth Advisor SAFE Act - DMV Market

Citigroup, Inc.

Bethesda, MD • On-site

$70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
  • Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
  • Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
  • Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
  • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
  • Master referral opportunities to grow portfolio.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
  • Acquire new clients through converting referral leads.
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Partner with all roles on branch team to ensure all clients have a positive in-branch experience
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • 5-8 years of experience
  • Experience in a proactive, successful sales and service role in the financial services industry
  • Strong analytical and financial skills
  • Strong verbal and written communication skills
  • Organized with strong attention to detail
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
  • Basic understanding of investment and financial planning strategies preferred
  • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
  • Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses
  • Group 1 insurance
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:
  • Bachelor's/University degree or equivalent experience

Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Full time
Primary Location:
MD-BETHESDA ROW
Primary Location Full Time Salary Range:
$70,000.00 - $70,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

What Citibank employees say

Pay

Benefits

Hours and flexibility

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Get the full story on Breakroom

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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