Financial Advisor Trainee: Licensing Path

rbc; Columbus (OH); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Total Rewards Program and Benefits

401(k) matching

Job summary

RBC Wealth Management in Columbus, OH is seeking an Associate Financial Advisor in a structured licensing path designed to train you toward becoming a Financial Advisor. You will study for Series 7, 66, and life/health exams, complete program assignments, and gain hands-on experience with RBC tools and processes to serve clients.

Successful candidates demonstrate initiative, independence, and strong interpersonal/marketing skills.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Ability to obtain Series 7, Series 66, and life/health exams within 180 days of start.
• Take initiative and work independently.
• Excellent interpersonal and marketing skills.
• Strong drive and dedication.
• Demonstrated ability to develop and promote business; track record of success.
• Ability to make solid decisions in a fast-paced environment.

Responsibilities

• Study for and obtain licensing through the Associate Financial Advisor program.
• Study and pass Series 7, Series 66, and life/health exams.
• Complete assignments within curriculum timelines and comply with RBC policies.
• Engage with RBC tools, products, and services in training scenarios.
• Report activities and progress per program requirements.
• Learn RBC Wealth Management and regulatory expectations.

Skills

Initiative

Independent work

Interpersonal skills

Marketing skills

Drive and dedication

Business development

Decision making

Financial regulation knowledge

Education

Bachelor's degree or equivalent work experience

Series 7/66 and life & health exams within 180 days

Job description

RBC Wealth Management in Columbus, OH is seeking an Associate Financial Advisor in a structured licensing path designed to train you toward becoming a Financial Advisor. You will study for Series 7, 66, and life/health exams, complete program assignments, and gain hands-on experience with RBC tools and processes to serve clients.

Successful candidates demonstrate initiative, independence, and strong interpersonal/marketing skills.