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    • Wealth Planning Associate - Bainbridge Island - beBeeWealthPlanning

    beBeeWealthPlanning
    beBeeWealthPlanning Bainbridge Island

    4 weeks ago

    $83,000 - $103,400 (USD) per year

    Job title: Wealth Planning Associate

    Description

    Wealth Planning Associate Program

    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 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. 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.

    Must-have: Bachelor's degree with emphasis in personal finance preferred, excellent verbal, written, presentation and relationship skills, self-motivated, 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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Bainbridge Island