Wealth Planning Associate: Fast-Track to Financial Advisor

RBC Capital Markets LLC; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Bonuses

Flexible benefits

Job summary

RBC Capital Markets LLC in Atlanta is seeking a Wealth Planning Associate for a structured 24-month program to develop planning expertise and become a Financial Advisor. You'll work as a paraplanner under senior advisors, support client teams, and complete licensing milestones.

Year 1 focuses on MoneyGuidePro, local Complex support, and licenses; Year 2 explores national teaming and transitions to Financial Advisor.

Qualifications

• 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
• Accredited wealth planning designation, CFP preferred; CFA, CPA, or AWM also considered, or commitment to obtain within two years
• Strong critical thinking, analytical, and problem-solving skills
• Exceptional attention to detail and commitment to accuracy
• Excellent written, verbal, listening, and presentation skills
• Professional demeanor and strong client-service orientation
• Strong organizational, prioritization, and project management skills
• Ability to manage multiple priorities in a fast-paced environment
• Ability to work both independently and as part of a collaborative team
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
• Ability to travel approximately up to 50% as needed

Responsibilities

• Preparing for client meetings, including meeting agendas, investment policy statements, asset allocation materials, and planning-related documents
• Supporting post-meeting follow-up, including meeting notes, financial situation analyses, and coordination of planning implementation
• Gathering and organizing client information using RBC's data-gathering and planning technology
• Inputting, reconciling, and analyzing client data relevant to the financial planning process
• Preparing financial analyses for clients and prospects, including retirement, estate planning, education funding, stock option, insurance, and risk management needs
• Building and presenting financial plans to Financial Advisors and clients using MoneyGuidePro
• Supporting clients in maintaining and using their online client portals
• Participating in financial planning projects and initiatives as needed by the Wealth Planning team
• Delivering consistent, high-quality client service with a strong focus on accuracy, follow-through, and professionalism

Skills

Four-year degree

Critical thinking

Analytical skills

Attention to detail

Client-service orientation

Written and verbal communication

Presentation skills

Organizational skills

Project management

Ability to travel

Education

Four-year degree in business/finance/economics

Series 7 and Series 66 licenses (or Series 7/63/65)

CFP preferred; CFA/CPA/AWM considered

Committing to wealth planning designation

Tools

MoneyGuidePro

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

RBC Capital Markets LLC in Atlanta is seeking a Wealth Planning Associate for a structured 24-month program to develop planning expertise and become a Financial Advisor. You'll work as a paraplanner under senior advisors, support client teams, and complete licensing milestones.

Year 1 focuses on MoneyGuidePro, local Complex support, and licenses; Year 2 explores national teaming and transitions to Financial Advisor.