Wealth Planning Associate

RBC

. Complete a structured 24-month program preparing for a future career as a Financial Advisor .

Posted 9/29/2026full-timeAtlanta • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, including preparation of financial analyses and client presentations, while maintaining strong client service and organizational skills. Proficient in using financial planning software and managing multiple priorities in a collaborative environment.

Highest-signal resume keywords

Financial PlanningMoneyGuideProSeries 7 LicenseSeries 66 LicenseClient Service Orientation

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisInvestment Policy StatementsAsset AllocationRetirement PlanningEstate PlanningEducation FundingRisk ManagementData AnalysisProject ManagementFinancial Planning Concepts

Soft Skills

Critical ThinkingAttention to DetailProblem-SolvingCommunication SkillsOrganizational Skills

Tools & Technologies

Microsoft OfficeRBC TechnologyOnline Client Portals

Certifications & Qualifications

CFP®CFACPAAWMSeries 63 LicenseSeries 65 License

Industry Keywords

Wealth ManagementClient RelationshipsHolistic Wealth AdviceFinancial ServicesFinancial Planning Projects

About the role

Key responsibilities & impact

Complete a structured 24-month program preparing for a future career as a Financial Advisor
Serve as a paraplanner under experienced wealth advisors, CFP® professionals, and planning leaders
Support Financial Advisors and client teams in delivering holistic, goals-based wealth advice
Prepare client meeting agendas, investment policy statements, asset allocation materials, and planning documents
Support post-meeting follow-up, including meeting notes, financial situation analyses, and planning implementation coordination
Gather, organize, input, reconcile, and analyze client data using RBC technology
Prepare financial analyses covering retirement, estate planning, education funding, stock options, insurance, and risk management
Build and present financial plans using MoneyGuidePro
Support clients with online client portals
Participate in financial planning projects and initiatives
Deliver accurate, professional, high-quality client service
Support Financial Advisors within the local Complex and assigned territory during Year 1
Maintain Series 7 and Series 66 licenses
Explore teaming opportunities across the Complex/territory during Year 2
Identify a long-term Financial Advisor team placement and prepare for transition
Upon successful completion, join a Financial Advisor team and deliver comprehensive wealth management advice, support client relationships, and contribute to practice growth

Requirements

What you’ll need

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
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 up to 50% as needed
Preferred: Two or more years of financial planning, wealth management, or related financial services experience
Preferred: Experience using MoneyGuidePro or similar financial planning software
Preferred: Demonstrated understanding of financial planning concepts, processes, and client-service best practices
Preferred: Experience preparing financial analyses, client presentations, or planning-related deliverables

Benefits

Comp & perks

Comprehensive Total Rewards, including competitive compensation, bonuses, and flexible benefits
Deep training in RBC’s wealth planning methodology, tools, and client-service approach
Mentorship from accomplished Financial Advisors, CFP® professionals, and wealth planning leaders
Exposure to Advisor teams across the territory and the opportunity to identify a strong long-term team fit
A collaborative, high-performing team environment
Access to career opportunities across RBC
A clear pathway toward becoming a Financial Advisor
Hands-on experience supporting comprehensive financial planning for clients and prospects