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Senior Wealth Planning & Strategy Lead

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: RBC
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
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 institution is seeking a Wealth Strategist in Frisco to enhance client experiences through integrated financial planning strategies. This role involves working closely with Financial Advisors and field leadership to implement comprehensive wealth transfer and planning solutions for high-net-worth clients. The ideal candidate will have extensive experience in financial services, strong analytical skills, and a proven track record in client support and advisor training.

The position offers competitive compensation and flexible work options.
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Position Requirements
10+ Years work experience
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