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RKL LLP · 1 day ago

Wealth Analyst - CFP

York, PA

Full-time

Onsite

Entry Level

$55K/yr - $65K/yr

1+ years exp

RKL LLP is seeking a Wealth Analyst to participate in a two-year development program focused on delivering investment management and financial planning services. The role involves conducting client portfolio analysis, supporting investment recommendations, and collaborating with various teams within wealth management.

AccountingConsultingFinancial ServicesInformation Technology

Growth Opportunities

Responsibilities

Conduct client portfolio review and analysis to support investment recommendations and ensure assets are deployed according to the appropriate strategy

Review client accounts alongside Wealth Advisors to ensure allocation matches requests, propose trades and track target allocations

Conduct research and analysis on global financial markets, various asset classes and individual securities to assist in developing investment strategies

Review and create trade orders; execute trades in support of portfolio management and trading operations

Work closely with Planning team to create and review financial plans for delivery to clients

Interact with management, team members, and other departments to supply reporting and data for superior client services

Create historical reporting for data or activity related to Wealth Management team phone calls and other programs/initiatives

Generate reports and provide analysis to model scenarios to support internal and external stakeholders’ decision making

Identify, automate, and communicate basic process improvements that increase efficiency and quality of service

Carry out duties in compliance with all state and federal regulations and guidelines

Develop short and long term goals with the ability to execute effectively

Actively listen to team members to understand their needs; respond to requests in a timely manner; provide appropriate resolution of conflicts

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

Take initiative to be a team player (seeks 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 analysisInvestment managementProject managementMicrosoft Office SuiteData analysis toolsCFACFPCommunication skillsProblem-solving skillsAdaptability

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 shift focus and adapt to change

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

Actively pursuing license or registration: FINRA Series 65; or CFA; or CFP

1+ year experience working in investment, data, or business analysis

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

Ability to apply concepts such as probability, statistics, modeling, percentages, ratios and proportions to practical solutions

Preferred

Experience using data management/analysis tools such as SQL or Excel preferred

Previous experience with various investment tools a plus (e.g. Bloomberg, 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