Associate Financial Advisor

Overview The Associate Financial Advisor role focuses on completing the licensing process and gaining experience to prepare for a career as a Financial Advisor. The goal is to learn key business-building knowledge and competencies that help attract and retain clients by helping them achieve their financial goals. Responsibilities Study for and obtain required licensing (Series 7, Series 66, and life and health insurance exams). Complete program assignments within the curriculum’s timelines, including: RBC tools and technology introduction RBC policies and procedures Products and services, including scenarios and case studies Compliance Planning, marketing, prospecting, and servicing Report activities and results per program requirements, implementing specific coaching from the sales manager. Become familiar with RBC Wealth Management: Maintain awareness of financial news via company-approved online sites, meetings, and news media to support professional development. Be knowledgeable and comply with all regulations and company policies. Complete all RBC WM new employee orientation online modules and other required training. Qualifications Must-have Bachelor’s degree or equivalent work experience. Ability to obtain Series 7 and Series 66 within 120 days of beginning employment. Initiative and ability to function independently. Excellent interpersonal and marketing skills. Strong drive and dedication. Demonstrated ability to develop and promote business; track record of success. Ability to make solid decisions in a fast-paced, quick-turnaround environment. Nice-to-have Entrepreneurial experience. Active in a community, athletic, or business group. Fundraising experience. Benefits A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Leadership support through coaching and opportunities for career development. Opportunity to make a difference and have a lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Flexible work/life balance options. Opportunities to take on progressively greater accountabilities. Job Details Address: 100 2ND AVENUE SOUTH, #800, St. Petersburg, United States of America Work hours/week: 40 Employment Type: Full time Job Type: Regular – Trainee (Trainee) Pay Type: Salaried Posted Date: 2026-07-17 Application Deadline: 2026-07-24 #J-18808-Ljbffr