Wealth Planning Associate: Fast Track to Financial Advisor

RBC; Atlanta (GA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Bonuses

Flexible benefits

Job summary

RBC Wealth Management seeks a Wealth Planning Associate to join a structured 24-month program designed to prepare you for a future career as a Financial Advisor. You will work as a paraplanner under supervision, supporting Advisors and client teams in retirement, estate, education funding, and risk management.

In year one, you will build planning expertise with MoneyGuidePro and RBC’s methodology, licensing milestones, and local territory support.

Qualifications

• Four-year degree in business, finance, economics, or personal financial planning.
• Series 7 and Series 66 licenses, or Series 7 and Series 63/65.
• 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 travel up to 50% as needed.

Responsibilities

• Support Financial Advisors and planning teams through paraplanning and client-service tasks.
• Prepare for client meetings with agendas, statements, and planning documents.
• Gather and organize client information using RBC’s planning technology.
• Input, reconcile, and analyze client data relevant to planning.
• Prepare financial analyses for retirement, estate planning, education funding, and risk needs.
• Build and present plans using MoneyGuidePro.
• Assist clients with online client portals and follow-up.
• Participate in planning projects as needed.
• Deliver high-quality client service with accuracy and professionalism.

Skills

Critical thinking

Analytical

Attention to detail

Client-service orientation

Organization

Project management

Communication skills

Travel up to 50%

Education

Four-year degree in business, finance, economics, personal financial planning, or a similarly relevant field

CFP® preferred; CFA, CPA, or AWM also considered

Tools

MoneyGuidePro

Job description

RBC Wealth Management seeks a Wealth Planning Associate to join a structured 24-month program designed to prepare you for a future career as a Financial Advisor. You will work as a paraplanner under supervision, supporting Advisors and client teams in retirement, estate, education funding, and risk management.

In year one, you will build planning expertise with MoneyGuidePro and RBC’s methodology, licensing milestones, and local territory support.