Associate Financial Advisor
Job Description
Launch your career in wealth management with RBC in Houston, TX (onsite). This Associate Financial Advisor role is built for momentum: you will complete the required licensing process, gain industry experience, and develop the business-building skills needed to support clients and progress toward an Associate Financial Advisor path.
Why this role
- Comprehensive Total Rewards with bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable
- Development-focused leadership with coaching and managing opportunities
- Supportive team environment in a dynamic, collaborative, progressive, high-performing team
- Flexible work/life balance options and room for challenging work
- Progressive growth with opportunities to take on greater accountabilities over time
- Broader internal mobility through access to a variety of job opportunities across the business
Responsibilities
- Study for and obtain the Associate Financial Advisor program required licensing
- Complete program assignments within curriculum timelines
- Report activities and results according to the program’s requirements
- Apply coaching provided by the Associate Financial Advisor sales manager
- Stay current on financial news through company-approved online sites, meetings, and other news media to support professional development toward becoming an RBC Financial Advisor
- Maintain knowledge of and comply with all applicable regulations, rules of regulatory agencies, and company policies
- Complete all RBC Wealth Management new employee orientation online modules and other required items
Requirements
- Bachelor’s degree or equivalent work experience
- Ability to obtain Series 7 and Series 66, and life and health insurance exams within 180 days of beginning employment at RBC
- Ability to take initiative and operate independently
- Excellent interpersonal and marketing skills
- Strong drive and dedication
- Demonstrated ability to develop and promote business, including a track record of success
- Ability to make solid decisions in a fast-paced, quick-turnaround environment
- Nice-to-have: entrepreneurial experience
- Nice-to-have: active involvement in a community, athletic, or business group
- Nice-to-have: fundraising experience
Tools and training
You will be introduced to RBC tools and technology, including RBC Wealth Management new employee orientation online modules, as part of onboarding.
Location: 750 Town and Country Boulevard, Houston, United States of America
Work mode: Onsite
Work hours: 40 hours/week
Employment type: Full time, Regular – Trainee (Trainee)
Workstream: Wealth Management
Compensation: Salaried
Posted date: 2026-09-18
Application deadline: 2026-09-25 (applications accepted until 11:59 PM on the day prior to the deadline)