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Wealth Planning Associate: Fast-Track to Financial Advisor

Job in Beverly Hills, Los Angeles County, California, 90211, USA
Listing for: RBC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Financial Analyst
Job Description & How to Apply Below
A leading wealth management firm in California is seeking to hire a Wealth Planning Associate.

This role offers a 24-month program designed to develop essential skills and knowledge to succeed in wealth management. You will learn from experts and obtain professional designations while working alongside Financial Advisors. The position requires strong communication, analytical skills, and a focus on client relationships. This is a full-time role that promises a dynamic work environment and the opportunity for career growth.
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Position Requirements
10+ Years work experience
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