Wealth Planning Associate: Path to Financial Advisor

RBC

RBC in Dallas, Texas is seeking a Wealth Planning Associate to join a structured 24-month development program. You will build technical expertise in financial planning, supporting Financial Advisors in delivering holistic wealth advice. Your responsibilities include preparing financial analyses, organizing client information, and participating in financial planning initiatives. The ideal candidate holds a four-year degree and is committed to obtaining necessary licenses and designations. The program offers mentorship, hands-on experience, and a clear pathway to becoming a Financial Advisor. #J-18808-Ljbffr RBC

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Vacancy posted 4 days ago

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