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Wealth Planning Associate: Path to Financial Advisor
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-09-03
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
RBC Wealth Management is offering a Wealth Planning Associate program designed to train you over two years toward a Financial Advisor role. You’ll work as a paraplanner, building planning expertise with Money Guide Pro and the RBC methodology, while supporting advisor teams and client service in a collaborative environment.
In year two, you’ll explore teaming opportunities nationwide and prepare for a transition to a Financial Advisor role, with mentorship from CFP professionals and leaders across
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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