Investment Associate/Sr. Investment Associate
RBC — San Jose, CA
Posted: 2026-10-01
Job Description
• Investment Associate/Sr. Investment Associate role with RBC Wealth Management in San Jose, CA; work mode is not specified.
• Support Financial Advisors by educating clients, monitoring activity and performance, communicating investment strategy, and gathering wealth-planning information.
• Handle client inquiries through calls, email, and internet chat; conduct satisfaction surveys and identify opportunities for additional products and services.
• Provide contract administration support, resolve contract issues, develop prospects, establish clients, and identify opportunities to introduce RBC products and services.
• Requires a minimum of 5 years of experience as a Registered Client Associate or in related industry experience, plus Series 7 and 66 or 63/65 registrations; salary is $60,000–$100,000, full-time, salaried.