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RKL LLP · 7 hours ago

Wealth Advisor

Lancaster, PA

Full-time

Onsite

Entry, Mid Level

$95K/yr - $120K/yr

2+ years exp

RKL LLP is a financial services firm seeking a Wealth Advisor to provide technical and client management support to their financial counseling team. The role involves developing financial planning solutions, managing client relationships, and supporting Senior Wealth Advisors in ensuring compliance and service quality.

AccountingConsultingFinancial ServicesInformation Technology

Growth Opportunities

Responsibilities

Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions

Conduct financial needs assessment meetings with high net worth individuals and families seeking financial advisor or planning assistance

Build client trust through regular communication, monitoring of portfolio to ensure maximized returns and maintaining advanced understanding of investments, insurance, taxation, and estate planning, as well as the firm’s investment strategies

Analyze client financial circumstances, current investments and future goals to prepare plans best suited to individual requirements

Effectively present investment strategies to client and maintain holistic approach to planning; coordinate management of client portfolios with firm investment professionals

Communicate and collaborate with client’s external advisors including accountants, attorneys, insurance advisors and more

Support Senior Wealth Advisors in ensuring clients are serviced appropriately and in compliance with industry regulations

Active involvement in the community and development of key professional relationships to ensure business growth

Maintain confidentiality with external client information as well as internal employee and firm information

Take initiative to be a team player (seek out opportunities to help others)

Treat everyone with respect; develop loyalty and trust with the team

Successfully adapt to different personalities and working styles

Proactively and effectively communicate information regarding status issues to team members

Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Qualification

Financial planningClient relationship managementInvestment strategiesAnalytical skillsCRM toolsMicrosoft Office SuiteProject managementNetworking capabilitiesCommunication skillsProblem-solving skillsAdaptabilityConfidentiality

Required

Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions

Analytical and data-driven individual with strong problem-solving skills

Solid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment

Ability to use sound judgement and discretion regarding confidential information

Drive to complete performance targets and track record of meeting/exceeding expectations

Ability to listen to client needs and provide financial solutions, with strong networking capabilities

Ability to shift focus and adapt to change

Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field

2+ years' experience working in investment or professional services with strong client focus

Knowledge of the financial planning process, related service and client servicing needs

Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP

Experience using CRM tools

Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Preferred

CFP preferred

CFA or CPA also desirable

Previous experience with various investment tools a plus (e.g. Bloomberg, Charles Schwab, Tamarac etc)

Company

RKL LLP

We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.

Founded in 1979

Lancaster, Pennsylvania, USA

501-1000 employees