Aspiring Wealth Planner — Training & Growth Path

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Comprehensive Total Rewards

Flexible benefits

Career growth opportunities

Job summary

RBC Capital Markets, LLC is seeking a Wealth Planning Associate to support their financial planning team. This role is focused on developing skills in wealth planning and offers training under experienced professionals.

The ideal candidate will manage client information, assist with financial plan construction, and help prepare planning analyses. A degree in finance or a related field and strong communication skills are essential.

The position supports long-term career growth potential in financial advice and offers a competitive salary ranging from $55,000 to $95,000.

Qualifications

• Series 7 and Series 66 licenses, or willingness to obtain licenses within six months.
• Professional demeanor and strong service orientation.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.

Responsibilities

• Support pre‑client meeting preparation including agendas and client materials.
• Gather and organize client information needed for financial plan construction.
• Prepare financial planning analyses and supporting materials for clients.

Skills

Attention to detail

Client service

Communication skills

Organizational skills

Financial planning interest

Education

Four-year degree in business, finance, economics, or personal financial planning

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

MoneyGuidePro

Job description

RBC Capital Markets, LLC is seeking a Wealth Planning Associate to support their financial planning team. This role is focused on developing skills in wealth planning and offers training under experienced professionals.

The ideal candidate will manage client information, assist with financial plan construction, and help prepare planning analyses. A degree in finance or a related field and strong communication skills are essential.

The position supports long-term career growth potential in financial advice and offers a competitive salary ranging from $55,000 to $95,000.