Wealth Planning Associate

RBC•Minneapolis, MN

2d•$55,000 - $95,000•Onsite

About The Position

As a Wealth Planning Associate supporting RBC Advantage, you will join a developmental wealth planning role designed to build your technical planning knowledge, client-service skills, and confidence in supporting Financial Advisors and clients. This role is ideal for someone early in their financial planning or wealth management career who is eager to learn, detail-oriented, highly organized, and interested in building a long-term career in financial advice. You will receive hands-on training in RBC’s goals-based wealth planning methodology, planning tools, client-service standards, and advisor support model. Working under the guidance of experienced wealth planning professionals, Financial Advisors, and leaders within the RBC Advantage team, you will support the development and delivery of financial plans for clients and prospects. You will help gather information, organize planning data, prepare client materials, assist with MoneyGuidePro inputs, and support Financial Advisors through the planning process. This is a client-facing support role with strong developmental emphasis. While you will gain meaningful exposure to client conversations and comprehensive planning work, this is not a traditional sales role and does not carry a direct business development expectation.

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
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

Nice To Haves

Internship or professional experience in financial services, wealth management, banking, investments, client service, or a related field
Exposure to financial planning concepts, tools, or coursework
Experience using MoneyGuidePro or similar financial planning software
Progress toward CFP® coursework or another planning-related credential
Strong comfort working with data, client information, and planning deliverables

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