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Wealth Planning Associate — Path to Financial Advisor
Job in
Florham Park, Morris County, New Jersey, 07932, USA
Listed on 2026-08-29
Listing for:
RBC
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Analyst
Job Description & How to Apply Below
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 Money Guide Pro and RBC’s planning process while maintaining licenses (Series 7/66) and pursuing the CFP credential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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