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Wealth Planning Associate — Path to Financial Advisor
Job in
Leawood, Johnson County, Kansas, 66206, USA
Listed on 2026-06-03
Listing for:
Phenom People
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Phenom People is seeking a Wealth Planning Associate to join the structured 24-month development program at RBC Wealth Management. In this role, you will acquire essential skills, training alongside wealth experts, and gain a wealth planning designation while working with Financial Advisors.
The role includes conducting client meetings, illustrating solutions, and developing programs to ensure client success. You will be part of a supportive team and receive comprehensive benefits, fostering career growth and professional development.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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