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Senior Wealth Planning Strategist

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: RBC Capital Markets, LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in Frisco is seeking a Wealth Strategist to integrate financial planning into client experiences for high-net-worth clients. Responsibilities include comprehensive wealth planning, advising Financial Advisors, and fostering strong client relationships. Candidates should have a Bachelor's degree, over 15 years of experience, and relevant securities licenses. This full-time position offers competitive compensation, a collaborative work environment, and growth opportunities in a dynamic team.
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Position Requirements
10+ Years work experience
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