Wealth Planning Associate

RBC Capital Markets, LLC

Minneapolis (MN)

On-site

USD 55,000 - 95,000

Full time

14 days+

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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

Job Description

Wealth Planning Associate, RBC Advantage

The Opportunity

As a Wealth Planning Associate supporting RBC Advantage, you will join a developmental wealth planning role designed to build your technical planning knowledge, client-service skills, and confidence in supporting Financial Advisors and clients.

This role is ideal for someone early in their financial planning or wealth management career who is eager to learn, detail-oriented, highly organized, and interested in building a long-term career in financial advice. You will receive hands‑on training in RBC's goals-based wealth planning methodology, planning tools, client-service standards, and advisor support model.

Working under the guidance of experienced wealth planning professionals, Financial Advisors, and leaders within the RBC Advantage team, you will support the development and delivery of financial plans for clients and prospects. You will help gather information, organize planning data, prepare client materials, assist with MoneyGuidePro inputs, and support Financial Advisors through the planning process.

This is a client-facing support role with strong developmental emphasis. While you will gain meaningful exposure to client conversations and comprehensive planning work, this is not a traditional sales role and does not carry a direct business development expectation.

What You’ll Be Responsible For

Supporting pre‑client meeting preparation, including agendas, planning summaries, and client materials
Gathering and organizing client information needed for financial plan construction
Assisting with data input, reconciliation, and analysis in MoneyGuidePro and related planning tools
Preparing financial planning analyses and supporting materials for clients and prospects
Helping prepare retirement, education funding, estate planning, insurance, risk management, and goals‑based planning scenarios
Supporting post‑meeting follow‑up, including meeting notes, action items, and implementation tracking
Assisting clients and advisors with online client portals and planning technology
Coordinating with Financial Advisors, planning partners, and internal teams to help move planning work forward
Participating in training, case studies, planning reviews, team meetings, and developmental assignments
Supporting RBC Advantage planning initiatives, projects, and workflow improvements as needed
Delivering accurate, timely, and professional work with a strong focus on follow‑through and client service

Development and Training

This role is designed to help you build the foundation for a successful career in wealth planning and financial advice. Through formal training, hands‑on experience, and day‑to‑day coaching, you will develop skills in:

RBC's goals-based wealth planning methodology
MoneyGuidePro and related planning tools
Client data gathering and plan construction
Financial planning concepts and analysis
Advisor and client meeting preparation
Client communication and service standards
Planning workflow management and prioritization
Working effectively across teams in a fast‑paced wealth management environment

Over time, you will be expected to take on increasing responsibility, build confidence in planning conversations, and develop the judgment needed to support Financial Advisors and clients more independently.

What Success Looks Like

Is eager to learn and open to coaching
Takes ownership of assignments and follows through consistently
Produces accurate, thoughtful, and timely work
Demonstrates strong attention to detail
Communicates clearly and professionally
Builds trust with Financial Advisors, planning partners, and teammates
Manages multiple priorities effectively
Asks good questions and applies feedback quicklyShows curiosity about financial planning and client needs
Supports a positive, collaborative team culture
Continues progressing toward licensing, credentialing, and long‑term career growth

Qualifications

Required

Four‑year degree in business, finance, economics, personal financial planning, or a similarly relevant field
Series 7 and Series 66 licenses, or Series 7 and Series 63/65, or willingness to obtain required licenses within six months of hire
Interest in pursuing an accredited wealth planning designation, with CFP preferred
Strong interest in financial planning, wealth management, and client service
Excellent written, verbal, listening, and interpersonal communication skills
Strong attention to detail and commitment to accuracy
Strong organizational, prioritization, and time‑management skills
Ability to manage multiple tasks and deadlines in a fast‑paced environment
Ability to work both independently and as part of a collaborative team
Professional demeanor and strong service orientation
Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
Ability to learn and adapt quickly to multiple technology platforms

Preferred

Internship or professional experience in financial services, wealth management, banking, investments, client service, or a related field
Exposure to financial planning concepts, tools, or coursework
Experience using MoneyGuidePro or similar financial planning software
Progress toward CFP coursework or another planning‑related credential
Strong comfort working with data, client information, and planning deliverables

What You’ll Gain

A strong foundation in comprehensive financial planning and goals‑based wealth management
Hands‑on experience supporting Financial Advisors and clients through the planning process
Training in MoneyGuidePro, RBC's planning methodology, and client‑service best practices
Coaching and mentorship from experienced planning professionals, Financial Advisors, and RBC Advantage leaders
Exposure to client conversations, advisor team dynamics, and planning workflows
Opportunities to build technical expertise, confidence, and professional judgment over time
A collaborative, high‑performing team environment
Access to career development and long‑term opportunities across RBC
Comprehensive Total Rewards, including competitive compensation, bonuses, flexible benefits, and career growth opportunities

The expected salary range for this particular position is $55,000-$95,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: