Unknown Company

Senior Investment Associate - Client-Focused Wealth

minneapolis, mn • Posted 1 weeks ago
Onsite Full Time Finance

RBC Legacy Oak Wealth Management Group is seeking a Senior Investment Associate in Minneapolis. This role requires Series 7 and 66 on day one and focuses on client relationships, investment research, and account management in a fast-paced wealth environment.

You will collaborate across teams, manage client needs with discretion, and pursue business development while maintaining regulatory standards and high service levels.

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Senior Investment Associate - Client-Focused Wealth in minneapolis at Unknown Company

This position is listed as full time and onsite.

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