Hiring: Wealth Planning Associate Company: RBC Location: Houston, TX Job Posted Time: 2026-09-10 07:42:05 Employment Type: Full-time About the job Required Skills: •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. •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. •What You’ll Be Responsible For •As a Wealth Planning Associate, you will support Financial Advisors and planning teams through a wide range of paraplanning and client-service responsibilities, including: •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 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 •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 •Demonstrated capacity to manage multiple priorities in a fast-paced environment •Demonstrated capacity to work both independently and as part of a collaborative team Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!