Wealth Planning Associate: Path to Financial Advisor

RBC; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive total rewards

Bonuses

Flexible benefits

Career opportunities across RBC

Job summary

RBC Wealth Management in Dallas is seeking a Wealth Planning Associate for a 24‑month development program to prepare you for a future Financial Advisor role. You’ll support advisors, master MoneyGuidePro, and learn RBC’s wealth planning process.

In year two you may explore teaming opportunities across the country, with a transition to a Financial Advisor on your market team. This is a client‑facing role focused on learning, accuracy, and professional service, with licensing milestones and CFP

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 required.
• 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 travel approximately up to 50% as needed.

Responsibilities

• Preparing for client meetings, including agendas, investment policy statements, asset allocation materials, and planning documents.
• Supporting post‑meeting follow‑up, including meeting notes, financial situation analyses, and planning implementation coordination.
• 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 retirement, estate planning, education funding, stock options, insurance, and risk management needs.
• Building and presenting financial plans to 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

Analytical thinking

Attention to detail

Communication skills

Project management

Microsoft Office

Team collaboration

Client service orientation

Time management

Education

Four-year degree in business/finance

Series 7 & 66 licenses

CFP preferred; CFA/CPA/AWM considered

Tools

MoneyGuidePro

Wealth planning tools

Job description

RBC Wealth Management in Dallas is seeking a Wealth Planning Associate for a 24‑month development program to prepare you for a future Financial Advisor role. You’ll support advisors, master MoneyGuidePro, and learn RBC’s wealth planning process.

In year two you may explore teaming opportunities across the country, with a transition to a Financial Advisor on your market team. This is a client‑facing role focused on learning, accuracy, and professional service, with licensing milestones and CFP