Why Choose RKL?

RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:

Full medical, dental, and vision coverage
Commitment to work life balance
Investment and complete buy-in to your career progress, through trainings, mentorships and advancement
Tuition reimbursement
401(k) match

Who We Are and What We Do

We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.

About the Position

The Wealth Advisor provides a high level and broad range of technical and client management support to a financial counseling team and assist in managing all aspects of the client

relationship. They support Senior Wealth Advisors and firm Executives in daily client

relationship management and are responsible for developing new business and creating new

relationships on an ad hoc basis.

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

This position prefers a candidate with a Bachelor’s degree or commensurate experience. Two or more years’ experience working in investment or professional services with strong client focus. Prior financial planning process and client management and relationship building is required. CFP, CFA or Series 65 or 66 is desirable.

If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at https://www.rklcpa.com/careers/.

RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability

RKL LLP

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Wealth Advisor