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Vp Rbc Wealth Management Jobs (NOW HIRING)

First Business Financial Services, Inc.

WI · On-site

$120 - $180/hr

Vice President - Wealth Advisor Work Model: Onsite at Brookfield, WI location Overview We're ... Act as the lead relationship manager for a portfolio of high-net-worth clients. * Develop a deep ...

New

Focus Partners Wealth

$120 - $130/hr

Summary:**SCS is seeking a Vice President ("VP") to join the Dallas, TX office. As a part of a ... Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a ...

QCR Holdings, Inc.

SVP Wealth Management

Moline, IL · On-site

$160K/yr

Description TITLE: SVP Wealth Management DEPARTMENT: 980 - Wealth Management/Trust JOB SUMMARY: The SVP of Wealth Management is responsible for leading the strategic direction, development and ...

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All JobsFinance and Insurance JobsVp Rbc Wealth Management Jobs

Vp Rbc Wealth Management information

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$43.5K

$157.5K

$277.5K

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

As of Sep 3, 2026, the average yearly pay for vp rbc wealth management in the United States is $157,532.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,000.00 and $190,000.00 per year, depending on experience, location, and employer.

What is the difference between Vp Rbc Wealth Management vs Financial Advisor?

AspectVp Rbc Wealth ManagementFinancial Advisor
CredentialsTypically requires CFP, CFA, or similar certificationsOften holds CFP or similar licenses, but less likely to have advanced certifications
Work EnvironmentCorporate office within RBC, client meetings, team collaborationIndependent or firm-based, client-facing, flexible locations
Employer & IndustryRBC Wealth Management, banking and financial services industryVarious financial firms, banks, or independent practices
Role FocusOversees wealth management strategies, manages teams, develops businessProvides financial planning and investment advice to clients

The Vp Rbc Wealth Management typically holds higher-level responsibilities, overseeing teams and strategic planning within RBC, while a Financial Advisor focuses on direct client service and financial planning. Both roles require relevant certifications, but the VP position involves more managerial duties and leadership within the organization.

More about Vp Rbc Wealth Management jobs

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Vp Rbc Wealth Management jobs near you
Infographic showing various Vp Rbc Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $157,532 per year, or $75.7 per hour.

Vice President - Wealth Advisor

First Business Financial Services, Inc.

WI • On-site

$120 - $180/hr

Other

Posted 2 days ago

New

Job description

Vice President – Wealth Advisor

Work Model: Onsite at Brookfield, WI location

Overview

We’re seeking a Vice President – Wealth Advisor to serve as the primary point of contact for high-net-worth clients, delivering personalized wealth management strategies and exceptional client experiences.

In this role, you’ll partner with a team of specialists to provide holistic wealth advice, investment guidance, banking solutions, and strategic planning tailored to each client’s unique needs. You’ll play a critical role in deepening relationships, growing the business, and helping clients navigate important financial decisions with confidence.

Essential Responsibilities Serve as a Trusted Advisor
  • Act as the lead relationship manager for a portfolio of high-net-worth clients.
  • Develop a deep understanding of clients’ financial goals, family dynamics, risk tolerance, liquidity needs, and legacy objectives.
  • Deliver a highly personalized, concierge-style client experience.
  • Conduct ongoing relationship reviews and proactive planning discussions.
  • Coordinate solutions and recommendations with internal specialists across trust, estate planning, investment management, lending, treasury management, and commercial banking.
Grow the Business
  • Expand assets under management, deposits, lending relationships, and fee-based revenue.
  • Develop referral relationships with attorneys, CPAs, business owners, and other centers of influence.
  • Build strong partnerships across the organization to identify and capitalize on referral opportunities.
  • Represent the organization in community, networking, and business development activities.
Provide Comprehensive Wealth Planning
  • Deliver holistic wealth management guidance, including:
    • Retirement planning
    • Estate and legacy planning coordination
    • Tax-aware investment strategies
    • Insurance and risk management considerations
    • Cash flow and liquidity planning
    • Business succession planning
  • Simplify complex financial concepts and communicate recommendations clearly and confidently.
  • Stay current on market trends, regulatory developments, and wealth management best practices.
Support Investment Strategy & Portfolio Management
  • Partner closely with Investment Portfolio Managers to develop investment solutions aligned with client objectives.
  • Participate in portfolio reviews and performance discussions.
  • Help ensure investment recommendations remain suitable, compliant, and aligned with clients’ long-term goals.
Collaborate Across the Wealth Team

Partner closely with:

  • Private Bankers
  • Portfolio Managers
  • Trust Officers
  • Wealth Planners
  • Commercial Banking Partners
  • Wealth Operations Teams
Position Requirements
  • Bachelor’s Degree in related business/finance field of study
  • 7+ years of financial services experience
  • CFP, MBA, CFA, CPA, or JD designation preferred
  • Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and networking.
  • Results-oriented with a focus on meeting and exceeding sales targets.
  • Strong organizational skills, good-judgement and decision making, and ability to handle pressure in a fast-paced environment.
  • Be an active member of the community by attending networking events and developing relationships with centers of influence.
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