Wealth Planning Associate: Path to Financial Advisor
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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
Are you ready to take on the Wealth Planning Associate:
Path to Financial Advisor role at NBMBAA?
All applications are reviewed carefully by our team.
The position is based in Houston, TX, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 60.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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