Wealth Planning Associate - Path to Financial Advisor

RBC Capital Markets, LLC; Leawood (KS); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Flexible benefits

Job summary

RBC Capital Markets, LLC is seeking a Wealth Planning Associate in Leawood, KS. This 24‑month program trains you to become a Financial Advisor, blending advanced financial planning with hands-on experience under CFP professionals and planning leaders.

You’ll master MoneyGuidePro, progress through licensing milestones, and explore team placements nationwide before transitioning to a Financial Advisor role. This is a client-service role with no immediate sales expectations.

Qualifications

• Four-year degree in business, finance, economics, personal financial planning, or a similar field.
• Series 7 and Series 66 licenses, or Series 7 and Series 63/65.
• Accredited wealth planning designation, CFP preferred; CFA/CPA/AWM also considered or commitment to obtain within two years.

Responsibilities

• Preparing for client meetings, including agendas, investment policy statements, asset allocation materials, and planning documents.
• Supporting post-meeting follow-up, including meeting notes and financial analyses.
• Gathering and organizing client information using RBC's data-gathering and planning technology.
• Inputting, reconciling, and analyzing client data relevant to the planning process.
• Preparing financial analyses for retirement, estate planning, education funding, stock option, insurance, and risk management needs.
• Building and presenting financial plans to Advisors and clients using MoneyGuidePro.
• Supporting clients in using their online client portals.
• Participating in financial planning projects and delivering high-quality client service.

Skills

Analytical thinking

Attention to detail

Communication

Project management

Education

Bachelor's degree in business/finance/economics

Tools

MoneyGuidePro

Microsoft Office

Job description

RBC Capital Markets, LLC is seeking a Wealth Planning Associate in Leawood, KS. This 24‑month program trains you to become a Financial Advisor, blending advanced financial planning with hands-on experience under CFP professionals and planning leaders.

You’ll master MoneyGuidePro, progress through licensing milestones, and explore team placements nationwide before transitioning to a Financial Advisor role. This is a client-service role with no immediate sales expectations.