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Senior Rbc Wealth Management Jobs in Westerly, RI

... wealth management products and services. But we don't stop there - we also invest deeply in our ... We are looking for an Senior Account Manager to join our Commercial Lines team on a Hybrid work ...

Recognize and support cross selling opportunities for additional services including cash and wealth ... Participate with Senior Credit Risk Manager on underwriting matters. * Perform other duties as ...

Senior Rbc Wealth Management information

See Westerly, RI salary details

$25.2K

$80.9K

$164.7K

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

As of Sep 3, 2026, the average yearly pay for senior rbc wealth management in Westerly, RI is $80,876.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,800.00 and $103,800.00 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 cities near Westerly, RI are hiring for Senior Rbc Wealth Management jobs?

Cities near Westerly, RI with the most Senior Rbc Wealth Management job openings:

Senior Account Manager - Commercial Lines

HUB

Norwich, CT • On-site

$72K - $128K/yr

Full-time

Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago


Job description

Overview:

Responsible for servicing assigned accounts with designated Producers. Account rounding and development of new business as appropriate and in accordance with the practices, policies, and procedures of the Company.

Discover a Career That Empowers You - Join HUB International!

At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people.

Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team.

As one of the world's largest insurance brokers - and a proud Stevie Award-winning workplace - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.

Explore your future with HUB International. Let's grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - HUB is the place for you.

We are looking for an Senior Account Manager to join our Commercial Lines team on a Hybrid work schedule.

Responsibilities:

  • Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
  • Develop and maintain relationships with clients to ensure that all service needs are met.
  • Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
  • Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
  • Prepare client proposals based on client's needs, rates and coverages.
  • Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
  • Maintain the accuracy of data in the agency management system.
  • May handle collections of premiums due.
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
  • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
  • Other responsibilities as assigned by Manager.

Qualifications:

  • Five years' experience in commercial insurance.
  • Thorough knowledge of commercial lines coverages and markets.
  • Producer's license.
  • Experience with Microsoft Office products.
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
  • Ability to work independently and in a collaborative team.
  • Strong attention to detail.
  • Customer focused

The expected salary range for this position is $72,000 annually- $128,000 annuallyand will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.