Wealth Planning Associate
3 weeks ago
Wealth Planning Associate OpportunityAs a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program. This is a 24-month development program designed to provide the knowledge and skills necessary to succeed at RBC. Upon completion of the program, you will have the opportunity to join a Financial Advisor team to deliver a consistent experience in support of the organization's goals-based wealth management strategy.During the WPA Program, you will learn from wealth planning experts, top Financial Advisors (FAs) and develop the skills necessary to become a successful wealth planner at RBC. In addition to training, you will successfully obtain one of the accredited wealth planning designations (CFP preferred, other targeted credentials would be considered, CFA, CPA, AWM). The WPA educational component combines e-learning, case studies, virtual group work, and hands-on training to educate you on the RBC product and service offerings as well as RBC's Wealth Planning process and related tools. You are expected to have your Series 7 and Series 66 and begin pursuing your designation during the length of the program.In addition to ongoing development through virtual classroom sessions, online modules and case studies, you will begin working directly with FAs and their team in your assigned territory. This will include working with the Minneapolis home office as well as the local territory. You will contribute regularly to the development of RBC Wealth Plans and present plans to clients. You will proactively engage FA teams and lead financial planning meetings to deliver advice and wealth management solutions to meet the needs of each client. This phase is very hands on and will include a mentor from the Wealth Planning Group. At month 24, upon successful completion of the WPA Program and your credential plan, you will be eligible to join an FA team and establish yourself as a new FA in the local market.In your new role, you will understand and communicate the benefits of engaging clients in a goals-based relationship, drive productivity by using best-in-class tools to deliver an exceptional client experience, and along with the Financial Advisor, provide comprehensive wealth management advice to your team's existing client base while attracting new clients. This will include conducting discovery conversations, talking through wealth plan results, illustrating solutions and conducting annual reviews. The foundation of knowledge and skills you acquire as both a WPA and a junior FA will differentiate you in the marketplace as a true wealth manager and prepare you for a successful career as an FA.Must-have Bachelor's degree with emphasis in personal finance preferred Excellent verbal, written, presentation and relationship skills and someone who is self-motivated and possesses strong critical thinking and analytical skills SIE, Series 7, Series 66 Accredited wealth planning designation (CFP) or ability to obtain within two years of start date Ability to travel up to 25%Nice-to-have Demonstrated understanding of the financial planning process and industry planning tools Proficiency with Word, PowerPoint and Excel (formulas, graphs, pivot tables) 2+ years of financial planning or closely related experience in the financial services industry, preferably with a broker-dealer or other large financial advisory firm
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Wealth Planning Associate
2 weeks ago
Seattle, United States Royal Bank of Canada Full timeJob Description What is the opportunity? As a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program. This is a 24-month development program designed to provide the knowledge and skills necessary to succeed at RBC. Upon completion of the program, you will have the opportunity to join a Financial...
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Wealth Planning Associate
2 weeks ago
Seattle, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? As a Wealth Planning Associatewith RBC Wealth Management, you willbe part of the Wealth Planning Associate (WPA) Program. Thisis a 24-month development program designed to provide the knowledge and skills necessary to succeed at RBC. Upon completion of the program, you will have the opportunity to join aFinancial...
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Wealth Planning Associate
3 weeks ago
Seattle, United States Gaynor Staffing Full timeWealth Planning Associate Location: Seattle Job Type: Full-time Reports to: Director, Financial Planning Company Overview Our client company is a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. They value integrity, excellence, and nimbleness and are...
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Senior Wealth Advisor
1 week ago
Seattle, United States Composition Wealth, LLC. Full timeA Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast growing, investment firm with an award-winning cultureComposition Wealth is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning...
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Associate Wealth Advisor
4 weeks ago
Seattle, United States Claire Myers Consulting Full timePosition Title: Associate Wealth Advisor Location: Seattle, WA (Hybrid) Our client is an established, growing private wealth management firm seeking a Associate Wealth Advisor, an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This person is a great communicator, influencer, and enthusiastic...
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Associate Wealth Planner
4 weeks ago
Seattle, United States All Things HR LLC Full timeAssociate Wealth Planner The Simmons Group - Seattle, WA The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and strive to exceed our clients' expectations. The Simmons Group is seeking an Associate Wealth Planner to join our independent and seasoned...
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Private Wealth Associate
4 days ago
Seattle, Washington, United States AllianceBernstein Full time $76,000 - $82,000Position OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive,...
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Private Wealth Associate
1 week ago
Seattle, United States AllianceBernstein L.P. Full timePrivate Wealth Associate page is loaded## Private Wealth Associatelocations: Seattle, Washingtontime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R0017294**Position Overview**Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader,...
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Associate Wealth Advisor
6 days ago
Seattle, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Associate Wealth Advisor
6 days ago
Seattle, Washington, United States Claire Myers Consulting Full time $100,000 - $130,000 per yearPosition Title: Associate Wealth AdvisorLocation: Seattle, WA (Hybrid)Our client is an established, growing private wealth management firm seeking a Associate Wealth Advisor, an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This person is a great communicator, influencer, and enthusiastic person...
