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Senior Rbc Wealth Management Jobs in Naples, FL (NOW HIRING)

Northern Trust

Senior Portfolio Advisor II

Bonita Springs, FL · On-site

$128K - $129K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... The"Senior Portfolio Advisor"helps"high-net-worth individuals and families achieve their financial ...

New

Bessemer Trust Company

Client Advisor

Naples, FL · On-site

Investment Management * Assist the Senior Client Advisor in investment management activities ... Its more than 1,300 employees are singularly focused on private wealth management - disciplined ...

Bessemer Trust Inc.

Client Advisor

Naples, FL · On-site

Investment Management * Assist the Senior Client Advisor in investment management activities ... Its more than 1,300 employees are singularly focused on private wealth management - disciplined ...

Percy Towers

Trusts and Estates Attorney

Naples, FL

$215K - $325K/yr

Senior Private Client Advocate | Trusts & Estates Associate Practice Area: Sophisticated Wealth Management, Generational Planning, and Fiduciary Administration § Location : Naples, FL § Salary ...

Mercer Advisors

Tax Manager (Florida)

Naples, FL

$104K - $137K/yr

... wealth management clients * Work with tax staff to respond to tax notices and review of ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...

Bank of America

Senior Portfolio Manager

Naples, FL · On-site

This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust ...

Bank of America

Senior Portfolio Manager

Naples, FL

This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust ...

Northern Trust

Account Manager, WM Advisory

Naples, FL · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Movement within the organization is encouraged, senior leaders are accessible, and you can take ...

Cliftonlarsonallen

Framework Developer Senior

Naples, FL · On-site

$51.25 - $67.75/hr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ... Collaborate with cross-functional teams, including business analysts, project managers, and other ...

Cliftonlarsonallen

Senior Palantir Engineer - Remote

Naples, FL · Remote

$115K - $152K/yr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ... Identifyand manage integrations, configurations, standards, performance, and operational support ...

Siana Law

Trust and Estate Attorney

Naples, FL · On-site

$120 - $230/hr

... Senior Counsel or Member (Partner) level, or a team of attorneys - to join its Trust & Estate ... Strong organizational, time management, and project management skills * Committed to legal ...

New

Miami-Dade Bar

Trust and Estate Attorney

Naples, FL · On-site

$140 - $210/hr

... Senior Counsel or Member (Partner) level, or a team of attorneys - to join its Trust & Estate ... Strong organizational, time management, and project management skills * Committed to legal ...

New

Decker Jones, P.C.

Trust and Estate Attorney

Naples, FL · On-site

$150 - $230/hr

Strong organizational, time management, and project management skills * Committed to legal ... Our clients range from individuals of modest wealth to those of significant wealth, from younger ...

New

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All JobsRbc Wealth Management JobsSenior Rbc Wealth Management JobsSenior Rbc Wealth Management Jobs in Naples, FL

Senior Rbc Wealth Management information

See Naples, FL salary details

$23.5K

$75.6K

$154K

How much do senior rbc wealth management jobs pay per year?

As of Sep 4, 2026, the average yearly pay for senior rbc wealth management in Naples, FL is $75,616.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $97,000.00 per year, depending on experience, location, and employer.

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 Naples, FL?

The most popular types of Rbc Wealth Management jobs in Naples, FL are:

Senior Rbc Wealth Management jobs near you
Infographic showing various Senior Rbc Wealth Management job openings in Naples, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $75,616 per year, or $36.4 per hour.

Senior Portfolio Advisor II

Northern Trust

Bonita Springs, FL • On-site

$128K - $129K/yr

Full-time

Posted 3 days ago

New

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
The"Senior Portfolio Advisor"helps"high-net-worth individuals and families achieve their financial goals through thoughtful, personalized investment advice.""This role"serves"as a trusted advisor to clients with complex investment needs, managing sophisticated" portfolios "and delivering strategies tailored to their goals."The Senior Portfolio Advisor"works"closely with relationship managers, client service partners, and specialists across the business to bring the full breadth of Northern Trust's investment capabilities to each client relationship."" This role "drives in market"growth by building strong relationships, supporting new business opportunities, and contributing" expertise "to deepen client engagement"by bringing"both strong investment acumen and a business-building mindset to a highly visible role."
KEY RESPONSIBILITIES "
  • Lead portfolio strategy and management for complex clients"-" Manage"and oversee"investment portfolios"for complex clients, applying strong judgment and risk awareness to deliver consistent results.""
  • Provide thoughtful, goals-aligned investment advice"-" Translate market insights and portfolio strategy into clear, actionable guidance that supports informed client decisions.""
  • Adapt strategies as markets and client needs" evolve "-" Stay current on markets, tools, and trends, and adjust portfolios to reflect changing conditions and client" objectives ."
  • Build strong relationships through investment" expertise "-" Establish "credibility with clients and partners by delivering high-quality advice," strong performance , and consistent execution.""
  • Support business growth and client engagement"-" Contribute to new opportunities and help deepen relationships through your investment" expertise "and insights.""
  • Contribute to team" expertise "and development"-" Share insights, support colleagues, and help strengthen how the team delivers" for "clients.""
KNOWLEDGE/EXPERIENCE "
  • Ability"to translate complex market and portfolio concepts into clear, client-facing advice."
  • Education : A College or University degree is required/preferred.
  • Experience: 12+" year experience " required "in"investment management experience, with a strong record of results.""
  • Experience advising high-net-worth and ultra-high-net-worth clients on complex investment"needs"based on"deep knowledge of investment strategy, portfolio construction, and financial markets."
  • Strong"collaborative"communication and relationship-building skills, with the ability to clearly explain investment strategies and recommendations"
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com , or alternatively you can discuss your individual requirements with the recruiter you are working with.

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