Wealth Planning Associate — Start Your Advisory Career

RBC; Minneapolis (MN); On-site; USD 55,000 - 95,000; Full time

Job summary

RBC Wealth Management in Minneapolis is seeking a Wealth Planning Associate to support RBC Advantage, gaining hands-on training in goals-based planning and client service. This developmental role builds knowledge while assisting Financial Advisors and clients throughout the planning process.

You will learn MoneyGuidePro, data gathering, plan construction, and collaboration across teams while pursuing licenses and credentials.

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, or willingness to obtain required licenses within six months of hire.
• Interest in pursuing an accredited wealth planning designation, with CFP® preferred.
• Strong interest in financial planning, wealth management, and client service.
• Excellent written, verbal, listening, and interpersonal communication skills.
• Strong attention to detail and commitment to accuracy.
• Strong organizational, prioritization, and time-management skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Ability to work both independently and as part of a collaborative team.
• Professional demeanor and strong service orientation.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Ability to learn and adapt quickly to multiple technology platforms.

Responsibilities

• Supporting pre-client meeting preparation, including agendas, planning summaries, and client materials.
• Gathering and organizing client information needed for financial plan construction.
• Assisting with data input, reconciliation, and analysis in MoneyGuidePro and related planning tools.
• Preparing financial planning analyses and supporting materials for clients and prospects.
• Helping prepare retirement, education funding, estate planning, insurance, risk management, and goals-based planning scenarios.
• Supporting post-meeting follow-up, including meeting notes, action items, and implementation tracking.
• Assisting clients and advisors with online client portals and planning technology.
• Coordinating with Financial Advisors, planning partners, and internal teams to help move planning work forward.
• Participating in training, case studies, planning reviews, team meetings, and developmental assignments.
• Supporting RBC Advantage planning initiatives, projects, and workflow improvements as needed.
• Delivering accurate, timely, and professional work with a strong focus on follow-through and client service.

Skills

Communication skills

Detail-oriented

Time management

Organization

Client service mindset

Team collaboration

Education

Four-year degree in business/finance/related field

CFP coursework preferred

Tools

MoneyGuidePro

Microsoft Office

Job description

RBC Wealth Management in Minneapolis is seeking a Wealth Planning Associate to support RBC Advantage, gaining hands-on training in goals-based planning and client service. This developmental role builds knowledge while assisting Financial Advisors and clients throughout the planning process.

You will learn MoneyGuidePro, data gathering, plan construction, and collaboration across teams while pursuing licenses and credentials.