Wealth Planning Associate: Path to Financial Advisor

National Black MBA Association; Houston, Northern (TX, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Total rewards (compensation, bonuses,

Flexible benefits

Job summary

RBC Wealth Management is offering a Wealth Planning Associate program designed to train you over two years toward a Financial Advisor role. You’ll work as a paraplanner, building planning expertise with MoneyGuidePro and the RBC methodology, while supporting advisor teams and client service in a collaborative environment.

In year two, you’ll explore teaming opportunities nationwide and prepare for a transition to a Financial Advisor role, with mentorship from CFP professionals and leaders across

Qualifications

• Bachelor’s degree in business, finance, economics, or similar field.
• Strong analytical, problem-solving, and communication skills.

Responsibilities

• Support Financial Advisors and planning teams with paraplanning and client-service tasks.
• Prepare for client meetings with agendas, statements, and planning materials.
• Gather and organize client information using planning tools and data.

Skills

Analytical thinking

Detail-oriented

Client-service orientation

Education

Four-year degree in business, finance, or related field

Tools

MoneyGuidePro

Microsoft Office

Job description

RBC Wealth Management is offering a Wealth Planning Associate program designed to train you over two years toward a Financial Advisor role. You’ll work as a paraplanner, building planning expertise with MoneyGuidePro and the RBC methodology, while supporting advisor teams and client service in a collaborative environment.

In year two, you’ll explore teaming opportunities nationwide and prepare for a transition to a Financial Advisor role, with mentorship from CFP professionals and leaders across