Wealth Planning Associate — Path to Financial Advisor

RBC; Boston (MA); On-site; USD 60,000 - 78,000; Full time

Job summary

RBC Wealth Management in the United States offers a structured 24-month Wealth Planning Associate program to prepare you for a future as a Financial Advisor. You will work as a paraplanner under supervision of seasoned wealth advisors, gaining expertise in retirement planning, estate planning, and investment strategy while mastering MoneyGuidePro.

In year one you build planning skills and complete required licenses; in year two you explore nationwide teaming opportunities and transition to a

Qualifications

• Paraplanning and client-service responsibilities form core duties.
• Licensing milestones such as Series 7 and Series 66 are pursued during the program.
• CFP designation preferred as a goal during the program.
• Mastery of MoneyGuidePro and RBC’s wealth planning process is emphasized.

Responsibilities

• Support Financial Advisors and planning teams with paraplanning tasks and client-service activities.
• Prepare for client meetings with agendas and planning documents.
• Gather and organize client information using RBC’s data tools and planning technology.
• Input, reconcile, and analyze client data relevant to financial planning.
• Assist in preparing financial analyses for retirement, estate planning, and education funding.

Skills

Paraplanning

Client service

Education

Four-year degree in business, finance, economics, personal financial planning

Tools

MoneyGuidePro

Job description

RBC Wealth Management in the United States offers a structured 24-month Wealth Planning Associate program to prepare you for a future as a Financial Advisor. You will work as a paraplanner under supervision of seasoned wealth advisors, gaining expertise in retirement planning, estate planning, and investment strategy while mastering MoneyGuidePro.

In year one you build planning skills and complete required licenses; in year two you explore nationwide teaming opportunities and transition to a