Wealth Planning Associate

RBC Capital Markets, LLC; Florham Park, City of Rochester (NJ, NY); On-site; USD 48,000 - 81,000; Full time

Job summary

An established industry player is seeking a Wealth Planning Associate for a dynamic 24-month development program. This role offers a unique opportunity to gain essential skills and knowledge in wealth management, culminating in the chance to join a Financial Advisor team. You'll learn from experts, participate in hands-on training, and engage directly with clients to deliver tailored financial solutions. The program emphasizes professional growth, including obtaining an accredited wealth planning designation. If you're passionate about finance and eager to make an impact, this is the perfect opportunity for you.

Benefits

Comprehensive benefits package

Career growth opportunities

Collaborative team environment

Work-life balance

Diversity and inclusion initiatives

Qualifications

• Bachelor's degree, preferably in personal finance.
• SIE, Series 7, Series 66 licenses required.
• Ability to obtain CFP designation within two years.

Responsibilities

• Learn from wealth planning experts and develop skills.
• Work with Financial Advisors and contribute to RBC Wealth Plans.
• Engage with FA teams and deliver wealth management solutions.

Skills

Communication Skills

Analytical Skills

Relationship Management

Self-Motivation

Education

Bachelor's Degree in Personal Finance

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Job Summary

Job 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, you may join a Financial Advisor team to support the organization's wealth management strategy.

What will you do?

• Learn from wealth planning experts and develop skills to become a successful wealth planner at RBC.
• Obtain an accredited wealth planning designation (CFP preferred) during the program.
• Participate in e-learning, case studies, virtual group work, and hands-on training on RBC products, services, and wealth planning tools.
• Work directly with FAs and their teams, contributing to RBC Wealth Plans and presenting to clients.
• Engage proactively with FA teams, lead financial planning meetings, and deliver wealth management solutions.
• Upon successful completion, qualify to join an FA team as a new FA in the local market.

What do you need to succeed?

Must-have

• Bachelor's degree, preferably in personal finance.
• Excellent communication, relationship, and analytical skills; self-motivated.
• SIE, Series 7, Series 66 licenses.
• Ability to obtain CFP designation within two years.
• Willingness to travel up to 25%.

Nice-to-have

• Understanding of financial planning processes and tools.
• Proficiency in Word, PowerPoint, and Excel.
• 2+ years in financial planning or related industry experience.

What's in it for you?

Enjoy a comprehensive benefits package, career growth opportunities, a supportive leadership, a collaborative team environment, work-life balance, and a diverse and inclusive culture.

The salary range is $48,000 - $81,000, excluding bonuses and benefits.

RBC values a highly qualified, diverse workforce that drives high performance, achieves strategic goals, and delivers shareholder value.

Additional Job Details

Address: 200 PARK AVENUE, FLORHAM PARK

City: Florham Park

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-03-20

Application Deadline: Applications accepted until 11:59 PM the day prior to the deadline.

Inclusion and Equal Opportunity Employment

We foster an inclusive workplace that values diversity, respect, and opportunity for all employees, supporting our purpose and creating value for clients and communities.

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