Wealth Planning Associate — Path to Financial Advisor

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

Job summary

RBC Wealth Management offers a structured 24-month Wealth Planning Associate program designed to train you for a future as a Financial Advisor. You will work as a paraplanner under CFP professionals, supporting advisors and client teams in retirement, estate, education funding, and risk management.

In year one you master MoneyGuidePro and RBC’s planning process while maintaining licenses (Series 7/66) and pursuing the CFP credential.

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.

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

Attention to detail

Education

Bachelors degree in business/finance

Tools

MoneyGuidePro

Microsoft Office

Job description

RBC Wealth Management offers a structured 24-month Wealth Planning Associate program designed to train you for a future as a Financial Advisor. You will work as a paraplanner under CFP professionals, supporting advisors and client teams in retirement, estate, education funding, and risk management.

In year one you master MoneyGuidePro and RBC’s planning process while maintaining licenses (Series 7/66) and pursuing the CFP credential.