Wealth Planning Associate

2 weeks ago

Vienna, United States RBC Capital Markets, LLC Full time

Job Summary

Job 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 structured 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 Advisor teamto deliver a consistent experience in support of the organization's goals-based wealth management strategy.

What will you do?

  • During the WPA Program period, 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.

  • The next phase of the WPA Program focuses on the application of the knowledge and skills you acquired. In addition to ongoing development through virtual classroom sessions, online modules and case studies, you will begin working directly with an FA and their team in an assigned territory.This will include workingwith the Minneapolis home office as well asthe local territory. Additionally, you will complete your credentials coursework and capstone project during this phase.

  • You will contribute regularly to the development of RBC WealthPlans 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. You will complete the credential educational component and progress towards certification exam.

  • 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. There will be opportunities to continue your technical development as a cohort of the WPA Program.

  • 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.

What do you need to succeed?

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

  • Series 7, Series 66

  • Accredited wealth planning designation(CFP) or ability to obtain within two years of start date

  • Ability to travel up to 25-50% of the time

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

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including great benefits, annual incentive program and recognition

  • Leaders who support your development

  • A dynamic, collaborative, and high-performing team

  • Opportunities to do challenging work and grow your career

  • Work-life integration

  • Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement

Job Skills

Additional Job Details

Address:

8010 TOWERS CRESCENT DRIVE:VIENNA

City:

Vienna

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-01

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Senior Wealth Management Advisor

    4 weeks ago

    Vienna, Virginia, United States Glassman Wealth Services Full time

    Job OverviewGlassman Wealth Services is seeking a highly motivated and experienced Senior Wealth Management Advisor to join our team. As a key member of our client advising team, you will be responsible for providing exceptional service to our clients, ensuring their wealth management needs are met, and helping to grow our client base through building strong...

  • Associate Advisor

    11 hours ago

    Vienna, United States Savant Wealth Management Full time

    Associate Advisor in Vienna, VA Grow Your Career with Savant Wealth ManagementMake sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.Are you ready to start your journey toward becoming a Certified Financial Planner (CFP)? As an Associate Advisor at Savant Wealth Management,...

  • Associate Advisor

    9 hours ago

    Vienna, United States Savant Wealth Management Full time

    Associate Advisor in Vienna, VA Grow Your Career with Savant Wealth ManagementAre you ready to start your journey toward becoming a Certified Financial Planner (CFP)? As an Associate Advisor at Savant Wealth Management, youll play a key role in delivering exceptional client service while mastering our proven financial planning process.In this entry-level...

  • Associate Client Advisor

    1 month ago

    Vienna, United States Glassman Wealth Services Full time

    Associate Client Advisor Job Posting Can a company be amazing, growing, respected, and fun? This one is! And The Washington Business Journal just named us THE #1 best place to work in the Washington DC area. We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Associate Client Advisor who is...

  • Client Service Associate

    1 month ago

    Vienna, United States VWG Wealth Management Full time

    Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Client Service Associate

    4 weeks ago

    Vienna, United States VWG Wealth Management Full time

    Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Client Service Associate

    1 month ago

    Vienna, United States VWG Wealth Management Full time

    Company Description VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Client Service Associate

    1 month ago

    Vienna, United States VWG Wealth Management Full time

    Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Client Service Associate

    4 weeks ago

    Vienna, Virginia, United States VWG Wealth Management Full time

    Job Title: Client Service AssociateVWG Wealth Management is seeking a highly skilled and detail-oriented Client Service Associate to join our team. As a key member of our operations team, you will play a critical role in delivering exceptional service to our high-net worth clients.Key Responsibilities:Oversee new client onboarding, including account opening,...

  • Client Service Associate

    2 weeks ago

    Vienna, VA, United States VWG Wealth Management Full time

    Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Estate Planning Attorney

    4 weeks ago

    Vienna, Virginia, United States Carrie Rikon & Associates, LLC. Full time

    Job OpportunityWe are seeking a highly experienced Estate Planning Attorney to join our team at Carrie Rikon & Associates, LLC.Key ResponsibilitiesDevelop and implement comprehensive estate plans for clientsAdvise clients on estate planning matters, including wills, trusts, and tax strategiesCollaborate with clients to understand their unique needs and...

  • Event Coordinator

    2 weeks ago

    Vienna, United States Strategic Wealth Designers Full time

    Are you a vibrant, detail-loving superstar who thrives on creating unforgettable experiences? Do you have a knack for customer service that makes people feel like VIPs? If you’re ready to shine in a growing, prestigious company where teamwork and enthusiasm are celebrated, we want to hear from you!At Strategic Wealth Designers, we’re a tight-knit crew...

  • Financial Planning and Investment Manager

    4 weeks ago

    Vienna, Virginia, United States Veritas Financial Service LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Investment Manager to join our team at Veritas Financial Service LLC. As a key member of our organization, you will be responsible for synchronizing all aspects of the fee-based financial planning process, managing investment research, and overseeing investment decisions.Key...

  • Estate Planning and Administration Associate

    4 weeks ago

    Vienna, Virginia, United States AMS Staffing, Inc. Full time

    Job Title: Estate Planning and Administration AssociateWe are seeking a highly skilled Estate Planning and Administration Associate to join our team at AMS Staffing, Inc. in Tysons Corner, VA.The successful candidate will have at least seven (7) years of experience in estate planning and estate/trust administration, with expertise in drafting estate planning...

  • Financial Planning and Investments Manager

    3 weeks ago

    Vienna, Virginia, United States Veritas Financial Service LLC Full time

    Job Summary: We are seeking a highly skilled Financial Planning and Investments Manager to join our team at Veritas Financial Service LLC. This role is responsible for synchronizing all aspects of the fee-based financial planning process, managing investment research, and overseeing the firm's investment decisions.Key Responsibilities:Financial Planning:...

  • Market Supervision Manager

    4 weeks ago

    Vienna, Virginia, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through a personal relationship with their advisory team.We believe trust comes from transparency. Our trusted...

  • Merrill Market Supervision Manager

    4 days ago

    Vienna, United States The Bank of America Corporation Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Manager, Relationship Manager, Wealth Advisor, Client Relations, Solutions Advisor, Client Associate, Banking

  • Associate Financial Planner

    2 weeks ago

    Vienna, United States New Planner Recruiting LLC Full time

    $2B+ AUM, TEAM ENVIRONMENT, RATED BEST PLACE TO WORK Interested? Click HERE for more information. Our client is a premier financial planning and wealth management firm in Vienna, Virginia serving ultra-affluent clientele. The new team member will have the opportunity to thrive in a fast-paced entrepreneurial environment that is mission-driven,...

  • Employment Opportunity for Project Professional

    4 weeks ago

    Vienna, Virginia, United States Cherry Bekaert Advisory, LLC Full time

    About Cherry BekaertCherry Bekaert is a leading assurance, tax, and advisory firm serving clients across industries in all 50 U.S. states and internationally. Our firm operates under the brand name Cherry Bekaert, which is the result of an alternative practice structure between Cherry Bekaert LLP and Cherry Bekaert Advisory LLC. Cherry Bekaert LLP is a...

  • Janitorial Associate

    4 weeks ago

    Vienna, West Virginia, United States Walmart Full time

    As a Janitorial Associate at Walmart, you will play a vital role in ensuring our stores provide a clean and safe environment for our customers. Your responsibilities will include maintaining the cleanliness of the store, from the parking lot to the restrooms and receiving area. You will also be responsible for ensuring a clean and safe environment for our...