Associate Financial Advisor

rbc; Austin (TX); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Total Rewards Program

Bonuses & Benefits

Stock where applicable

Coaching & Development

Flexible work-life balance

Job summary

RBC Wealth Management in Austin, TX seeks an Associate Financial Advisor Trainee to complete licensing and gain industry experience toward becoming a Financial Advisor. The role focuses on studying for licensing, passing Series 7/66 and insurance exams, and completing program assignments.

You'll be exposed to RBC policies, wealth management products, and client-facing activities while developing marketing and servicing skills in a collaborative team environment.

Qualifications

• Bachelor's degree or equivalent work experience.
• Ability to obtain Series 7 and Series 66 and life and health insurance exams within 180 days of beginning employment at RBC.
• Excellent interpersonal and marketing skills; strong drive and dedication.

Responsibilities

• Study for and obtain the Associate Financial Advisor program's required licensing.
• Study and pass Series 7, Series 66, and life and health insurance exams.
• Complete program assignments within curriculum timelines.
• Learn RBC Wealth Management and related policies, products, and services.
• Report activities and results per program requirements.
• Assist with planning, prospecting, and servicing customers.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

Bachelor's degree

Job description

Job Description

What is the opportunity?

The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor's goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.

What will you do?

• Study for and obtain the Associate Financial Advisor program's required licensing
• Study and pass series 7 exam.
• Study and pass series 66 and life and health insurance exams.
• Complete Associate Financial Advisor program assignments within the curriculum's timelines
• RBC tools and technology introduction
• RBC policies and procedures
• Products and services-including scenarios and case studies
• Compliance
• Planning, marketing, prospecting, and servicing
• Report activities and results per the Associate Financial Advisor program's requirements
• Implement specific coaching from the Associate Financial Advisor sales manager
• Become familiar with RBC Wealth Management
• Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor
• Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies
• Complete all RBC WM new employee orientation online modules and others as required
• Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business

What's in it for you?

• We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work

Nice-to-have

• Entrepreneurial experience
• Active in a community, athletic or business group
• Fundraising experience

What do you need to succeed?

Must-have

• Bachelor's degree or equivalent work experience
• Ability to obtain Series 7 and Series 66 and life and health insurance exams within 180 days of beginning employment at RBC
• Ability to take initiative and function independently
• Excellent interpersonal and marketing skillsStrong drive and dedication
• Demonstrated ability to develop and promote business; a track record of success
• Ability to make solid decisions in a fast paced, quick turnaround environment

Job Skills

• Account Management
• Customer Success
• Decision Making
• Financial Regulation
• Group Problem Solving
• Interpersonal Relationships
• Investment Risk Management

Additional Job Details

• 5301 SOUTHWEST PARKWAY:
• AUSTIN City:
• United States of America
• Work hours/week: 40
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular - Trainee (Trainee)
• Pay Type: Salaried
• Posted Date: 2026-09-18
• Application Deadline: 2026-09-25 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above