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Senior Rbc Wealth Management Jobs in Raleigh, NC

RBC

Senior Full Stack Engineer

Raleigh, NC

This role offers strategic visibility into RBC's digital banking roadmap, access to the latest ... Leaders who support your development through coaching and managing opportunities. * Ability to make ...

Envestnet

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... The Senior Product Manager operates with a high degree of ownership, balancing independent ...

Envestnet

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... The Senior Product Manager operates with a high degree of ownership, balancing independent ...

Envestnet

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... The Senior Product Manager operates with a high degree of ownership, balancing independent ...

Envestnet

Senior Sales Engineer

Raleigh, NC

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... The Senior Sales Engineer partners with Sales, Product, and the Sales Engineering Director to ...

Envestnet

Senior Sales Engineer

Raleigh, NC

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... The Senior Sales Engineer partners with Sales, Product, and the Sales Engineering Director to ...

Envestnet

Senior Sales Engineer

Raleigh, NC

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... The Senior Sales Engineer partners with Sales, Product, and the Sales Engineering Director to ...

Robert W Baird & Co

Senior Client Specialist

Raleigh, NC · On-site

... wealth management environment. Check out this video to learn more about the day in the life of our ... Senior Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination ...

Baird

Senior Client Specialist

Raleigh, NC · On-site

... wealth management environment. Check out this video to learn more about the day in the life of our ... Senior Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination ...

Robert W Baird & Co

Senior Client Specialist

Raleigh, NC · On-site

... wealth management environment. Check out this video to learn more about the day in the life of our ... Senior Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination ...

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All JobsRbc Wealth Management JobsSenior Rbc Wealth Management JobsSenior Rbc Wealth Management Jobs in Raleigh, NC

Senior Rbc Wealth Management information

See Raleigh, NC salary details

$24.3K

$78K

$158.9K

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

As of Jun 12, 2026, the average yearly pay for senior rbc wealth management in Raleigh, NC is $78,046.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $100,100.00 per year, depending on experience, location, and employer.

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 Raleigh, NC? The most popular types of Rbc Wealth Management jobs in Raleigh, NC are:
What are popular job titles related to Senior Rbc Wealth Management jobs in Raleigh, NC? For Senior Rbc Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Senior Rbc Wealth Management jobs in Raleigh, NC look for? The top searched job categories for Senior Rbc Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Senior Rbc Wealth Management jobs? Cities near Raleigh, NC with the most Senior Rbc Wealth Management job openings:
Senior Rbc Wealth Management jobs near you
Infographic showing various Senior Rbc Wealth Management job openings in Raleigh, NC as of June 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $78,046 per year, or $37.5 per hour.
Senior Wealth Advisor

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Chapel Hill, NC

$125K - $175K/yr

Full-time

Posted 5 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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