Associate Financial Advisor

RBC; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Stock where applicable

Coaching & development opportunities

Career progression opportunities

Job summary

The Associate Financial Advisor program at RBC Wealth Management in San Antonio provides structured training to prepare for a career as a Financial Advisor. You will study for and obtain required licensing including Series 7, Series 66, and life and health exams within the initial months.

You will complete program assignments, learn RBC tools and policies, gain exposure to products and services, and report progress to your sales manager while building skills in planning, prospecting, and

Qualifications

• Bachelor's degree or equivalent work experience.
• Ability to obtain Series 7 and Series 66 and life/health exams within 180 days.
• Take initiative and work independently.
• Excellent interpersonal and marketing skills.
• Strong drive and dedication.
• Proven ability to develop and promote business; solid decision making in fast-paced environments.

Responsibilities

• Study for and obtain required licensing including Series 7, Series 66, and life/health exams.
• Complete program assignments within timelines and learn RBC tools and policies.
• Report activities and results to the Associate Financial Advisor sales manager.
• Familiarize with RBC Wealth Management and regulatory requirements.
• Develop planning, marketing, prospecting, and client servicing skills.

Skills

Series 7

Series 66

Life & Health Insurance

Bachelor's Degree

Initiative

Interpersonal Skills

Marketing Skills

Business Development

Education

Bachelor's degree or equivalent work experience

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

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 skills
• Strong 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 turnaroundenvironment

Nice-to-have

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

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

• Opportunities to take on progressively greater accountabilities

• Access to a variety of job opportunities across business

Job Skills

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

Additional Job Details

Address:

303 PEARL PARKWAY:SAN ANTONIO

City:

San Antonio

Country:

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:

2026-10-14

Application Deadline:

2026-10-21

Note** :**

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.