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Wealth Management Transition Specialist

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: RBC Capital Markets, LLC
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 55000 - 95000 USD Yearly USD 55000.00 95000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Minneapolis seeks a Financial Advisor Transition Consultant to enhance the onboarding experience for Advisors and clients. The role requires strong communication skills and a dedication to client service, with a travel expectation of 75%. Candidates must have a Bachelor's degree and 1-3 years of experience in wealth management. The position offers a competitive salary range of $55,000-$95,000, dependent on experience.

Join a dynamic and supportive team where your contributions will make a lasting impact.
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