Wealth Planning Associate

RBC•Dallas, TX

1d•Onsite

About The Position

As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month development program designed to prepare you for a future career as a Financial Advisor. This role offers a unique opportunity to build deep technical expertise in financial planning while serving as a paraplanner under the supervision of experienced wealth advisors, CFP® professionals, and planning leaders. You will support Financial Advisors and client teams in delivering holistic, goals-based wealth advice across retirement planning, investment strategy, estate planning, tax considerations, education funding, insurance, and risk management. In the first year of the program, you will focus on building planning expertise, mastering MoneyGuidePro and RBC’s wealth planning methodology, supporting Financial Advisors within your local Complex and territory, and completing required licensing and credentialing milestones. In the second year, you will have the opportunity to explore potential teaming opportunities across the country as a “free agent,” partnering with Advisor teams to identify the right long-term fit for your skills, interests, and career goals. Upon successful completion of the program, you will transition onto a Financial Advisor team and begin establishing yourself as a Financial Advisor in your market. While this is a client-facing role, it is not a traditional sales role during the program period, and there is no expectation of business development while serving as a Wealth Planning Associate. This opportunity is best suited for someone who is eager to learn, highly detail-oriented, service-minded, and committed to developing into a successful Financial Advisor.

Requirements

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
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 manage multiple priorities in a fast-paced environment
Ability to work both independently and as part of a collaborative team
Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
Ability to travel approximately 25% to 50% as needed

Nice To Haves

Two or more years of financial planning, wealth management, or related financial services experience
Experience using MoneyGuidePro or similar financial planning software
Demonstrated understanding of financial planning concepts, processes, and client-service best practices
Experience preparing financial analyses, client presentations, or planning-related deliverables
Strong comfort learning and adapting to multiple technology platforms

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
Mastering MoneyGuidePro and RBC’s wealth planning process through proprietary training, e-learning, case studies, virtual group work, and hands-on instruction
Learning RBC’s product and service offerings, planning resources, and related tools
Supporting Financial Advisors within your local Complex and assigned territory
Obtaining or maintaining your Series 7 and Series 66 licenses, if not already held
Beginning or continuing work toward an accredited wealth planning designation, with CFP® preferred; CFA, CPA, or AWM also considered
Participating in intensive week-long, on-site training in Minneapolis, MN alongside WPA cohort peers and junior Financial Advisors from across the country
Completing credential coursework and a capstone project
Building confidence in client-facing planning conversations under the guidance of experienced advisors and planning professionals
Exploring teaming opportunities with Financial Advisor teams across the country
Identify a partnership that aligns with your strengths, goals, working style, and long-term career interests
Continue progressing toward your planning credential or certification
Deepen your understanding of client relationships, team dynamics, and business growth
Prepare for your transition from Wealth Planning Associate to Financial Advisor
Join your selected Financial Advisor team.
Begin delivering comprehensive wealth management advice to clients, supporting client relationships, and contributing to the long-term growth and success of your team’s practice.