Investment Client Associate
- Employer
- RBC Wealth Management
- Location
- Seattle, Washington State
- Salary
- up to 200K + Bonus + Benefits
- Closing date
- Mar 7, 2025
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- Job Function
- Economics, Investment Advisor/Consultant, Performance Analysis, Portfolio Management: Multi-Asset
- Industry Sector
- Private Wealth Management Firm , Finance - General
- Certifications
- Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
The Retirement Plan Advisors of Seattle WA is an Institutional consulting team of RBC Wealth Management. They are seeking a CFA to replace a retiring team member. Primary institutional clients are mid-market corporate retirement plans based on the West Coast. Job duties would be market and economic research, Investment analysis (primarily mutual funds and ETFs), invest fund searches, investment due diligence and direct client involvement.
Company
Retirement Plan Advisors (RPA) of RBC Wealth Management is a NW based Institutional consulting team that works with mid-market NW corporations. Parent company is the Royal Bank of Canada (RY).
- Website
- https://us.rbcwealthmanagement.com/retirementplanadvisors/
- Telephone
- 2064996078
- Location
-
401 Union Street, Suite 3600
Seattle, WA 98105
Seattle
Washington
98105
United States
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