Associate Financial Advisor

Job Description

What is the opportunity?
The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor’s goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.What will you do?

Study for and obtain the Associate Financial Advisor program’s required licensingStudy and pass series 7 exam.Study and pass series 66 and life and health insurance exams.

Complete Associate Financial Advisor program assignments within the curriculum’s timelinesRBC tools and technology introductionRBC policies and proceduresProducts and services—including scenarios and case studiesCompliancePlanning, marketing, prospecting, and servicing

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