Wealth Planning Associate: Path to Financial Advisor

RBC; Leawood (KS); On-site; USD 55,000 - 81,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Job summary

RBC Wealth Management invites you to join a 24-month Wealth Planning Associate program designed to prepare you for a future career as a Financial Advisor in Leawood, KS. You will work as a paraplanner under supervision of CFP® professionals, supporting advisors in holistic wealth planning.

Year 1 focuses on MoneyGuidePro and RBC’s planning process, licensing milestones, and local client support. Year 2 expands opportunities nationwide, culminating in transition to a Financial Advisor role.

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.
• 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.
• Ability to work both independently and as part of a collaborative team.

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

Critical thinking

Analytical skills

Communication skills

Attention to detail

Client-service orientation

Education

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

Tools

MoneyGuidePro

Job description

RBC Wealth Management invites you to join a 24-month Wealth Planning Associate program designed to prepare you for a future career as a Financial Advisor in Leawood, KS. You will work as a paraplanner under supervision of CFP® professionals, supporting advisors in holistic wealth planning.

Year 1 focuses on MoneyGuidePro and RBC’s planning process, licensing milestones, and local client support. Year 2 expands opportunities nationwide, culminating in transition to a Financial Advisor role.