Wealth Planning Associate: Fast-Track to Financial Advisor

RBC Capital Markets, LLC; Florham Park (NJ); On-site; USD 61,000 - 105,000; Full time

Job summary

RBC Wealth Management is seeking a Wealth Planning Associate to join a structured 24-month program designed to prepare you for a future career as a Financial Advisor in Florham Park, NJ. You will support Advisors, build planning expertise, and complete licensing milestones.

The program focuses on MoneyGuidePro, RBC planning methodology, and cross-team opportunities, with a transition to a Financial Advisor role after completion.

Qualifications

• Four-year degree in business, finance, economics, personal financial planning, or a similarly relevant field.
• Series 7 and Series 66 licenses, or Series 7 and Series 63/65.
• Accredited wealth planning designation, CFP preferred; CFA, CPA, or AWM also considered, or commitment to obtain within two years.
• Strong critical thinking, analytical, and problem-solving skills.
• Excellent written, verbal, listening, and presentation skills.

Responsibilities

• Preparing for client meetings, including meeting agendas, investment policy statements, asset allocation materials, and planning-related documents.
• Supporting post-meeting follow-up, including meeting notes, financial situation analyses, and coordination of planning implementation.
• Gathering and organizing client information using RBC's data-gathering and planning technology.
• Inputting, reconciling, and analyzing client data relevant to the financial planning process.
• Preparing financial analyses for clients and prospects, including retirement, estate planning, education funding, stock option, insurance, and risk management needs.
• Building and presenting financial plans to Financial Advisors and clients using MoneyGuidePro.
• Supporting clients in maintaining and using their online client portals.
• Participating in financial planning projects and initiatives as needed by the Wealth Planning team.
• Delivering consistent, high-quality client service with a strong focus on accuracy, follow-through, and professionalism.

Skills

Critical thinking

Analytical skills

Problem solving

Communication skills

Attention to detail

Client-service orientation

Organizational skills

Project management

Teamwork

Education

Series 7 and Series 66 licenses

CFP / CFA / CPA / AWM considered, or commitment to obtain

Four-year degree in business, finance, economics, personal financial planning

Tools

Microsoft Office

Job description

RBC Wealth Management is seeking a Wealth Planning Associate to join a structured 24-month program designed to prepare you for a future career as a Financial Advisor in Florham Park, NJ. You will support Advisors, build planning expertise, and complete licensing milestones.

The program focuses on MoneyGuidePro, RBC planning methodology, and cross-team opportunities, with a transition to a Financial Advisor role after completion.