Wealth Management Associate: Client Solutions & Growth

Posted 4 days ago

rbcPhoenix (AZ)

Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice

SENIORITY

Junior

About the role

RBC Wealth Management in Phoenix is seeking a Registered Client Associate to support Financial Advisors by gathering client information, opening accounts and helping with asset gathering. You will help grow the practice and educate clients on products and services while monitoring activity and performance. You will handle transfers, advisory agreements, and client questions, while identifying business development opportunities and delivering excellent service in a fast-paced, client-focused #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.