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Entry Level Rbc Wealth Management Jobs in Philadelphia, PA

Modera Wealth Management

Planning Associate

Wayne, PA · On-site

$60K - $85K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Modera Wealth Management

Planning Associate

Wayne, PA · Hybrid

$60K - $85K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Vertis Wealth

Estate and Document Attorney

Camden, NJ · Remote

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning ... Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ...

Vertis Wealth

Estate and Document Attorney

Camden, NJ · Remote

Salary: $250-350/hr We are looking for an attorney to assist our tax and wealth management teams ... Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ...

Vertis Wealth

Estate and Document Attorney

Camden, NJ · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning ... Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ...

All JobsRbc Wealth Management JobsEntry Level Rbc Wealth Management JobsEntry Level Rbc Wealth Management Jobs in Philadelphia, PA

Entry Level Rbc Wealth Management information

See Philadelphia, PA salary details

$11

$26

$47

How much do entry level rbc wealth management jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for entry level rbc wealth management in Philadelphia, PA is $26.51, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $31.06 per hour, depending on experience, location, and employer.

What are some common challenges faced by entry-level professionals at RBC Wealth Management, and how can they overcome them?

Entry-level professionals at RBC Wealth Management often face challenges such as quickly adapting to a fast-paced financial environment, mastering complex investment products, and building client relationships from the ground up. To overcome these, new hires should take advantage of RBC's training resources, actively seek mentorship from experienced colleagues, and participate in team meetings to deepen their understanding of client needs and market trends. Proactively asking questions and consistently networking within the organization can also accelerate learning and career growth.

How to qualify for entry level RBC Wealth Management?

To qualify for an entry-level position at RBC Wealth Management, candidates typically need a high school diploma or equivalent, strong communication skills, and a willingness to learn financial products and services. Relevant certifications, such as the Series 7 or Series 63, may be required or preferred, and prior customer service or sales experience can be advantageous. Candidates should also demonstrate professionalism and the ability to work in a team environment.

What is the difference between Entry Level Rbc Wealth Management vs Financial Advisor?

AspectEntry Level Rbc Wealth ManagementFinancial Advisor
CertificationsTypically required to have or pursue licenses like Series 7, 66, or 65Often holds Series 7, 66, or 65; may also have CFP or CFA
Work EnvironmentBank branches, client meetings, team trainingIndependent or firm-based, client offices, virtual meetings
Employer & Industry UsageRBC Wealth Management, banking and financial servicesVarious firms, including banks, independent firms, and brokerages

Entry Level Rbc Wealth Management roles focus on supporting financial advisors and gaining industry experience, often within a bank setting. Financial Advisors, on the other hand, actively manage client portfolios and provide personalized financial planning. While both roles require similar licenses, the Entry Level position is more about learning and support, whereas Financial Advisors are client-facing professionals.

What are the key skills and qualifications needed to thrive as an entry level RBC Wealth Management associate, and why are they important?

To thrive as an Entry Level RBC Wealth Management Associate, you need a bachelor's degree in finance, business, or a related field, strong analytical skills, and a foundational understanding of investment principles. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Office are typically required, while relevant certifications like the Canadian Securities Course (CSC) can be advantageous. Excellent communication, attention to detail, and client-focused interpersonal skills help build trust and foster long-term relationships. These abilities are crucial for delivering tailored financial solutions, maintaining compliance, and supporting the firm's reputation for quality client service.

What is an entry level position at RBC Wealth Management?

An Entry Level position at RBC Wealth Management typically refers to roles designed for recent graduates or individuals new to the financial services industry. These positions often provide training and exposure to various aspects of wealth management, including supporting financial advisors, assisting with client service, and learning about investment products. Entry level roles are a great way to start a career in finance, offering opportunities for professional development and career advancement within the company.
What are the most commonly searched types of Rbc Wealth Management jobs in Philadelphia, PA? The most popular types of Rbc Wealth Management jobs in Philadelphia, PA are:
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What cities near Philadelphia, PA are hiring for Entry Level Rbc Wealth Management jobs? Cities near Philadelphia, PA with the most Entry Level Rbc Wealth Management job openings:
Entry Level Rbc Wealth Management jobs near you
Infographic showing various Entry Level Rbc Wealth Management job openings in Philadelphia, PA as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $55,137 per year, or $26.5 per hour.

Wealth Management Associate with Leadership Ambition - PA, Bala Cynwyd (2559)

Equitable

Bala Cynwyd, PA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients. 

Daily Activities may include

  • Networking to discover new talent to grow your team 
  • Coaching from your experience & training to develop new Financial Professionals
  • Collaborating with local leadership to strengthen values, mission and vision
  • Committing to personal and district goals consistent with branch and company strategy
  • Supervisory skills ensuring compliance and brand are met
  • Fostering diverse talent and enabling an inclusive work environment
  • Teambuilding through culture and events

Requirements

  • Four-year college degree preferred but not required
  • Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
  • Must pass FINRA Series 24 exam prior to stepping into leadership
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  • Desire to help others plan for and protect their financial futures
  • Knowledge of our products & services
  • High degree of self-confidence but team first attitude
  • Authorized to work in the United States

Training & Support

  • Leadership Development School
  • Equitable Advisors' Virtual University
  • Columbia Holistic Financial Coach Program
  • Sponsorship for FINRA licensing
  • Working closely with top leadership thru 1:1 coaching
  • Joint work and mentorship opportunities
  • Personalized training and support in all areas important to building your business
  • Opportunity to earn specialized designations such as Certified Financial Planner (CFP)

Compensation & Benefits

  • Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
  • Work-life balance and access to a full suite of remote-work technology solutions

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

If you are looking to expand your scope of impact with the support of a leading wealth management firm - let's connect!

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE- 7559574.1(2/25)(Exp.2/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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