Senior Wealth Advisor
RKL LLP(1 month ago)
About this role
A Senior Wealth Advisor manages relationships and investment portfolios for high-net-worth individuals and families, delivering strategic wealth management and financial planning advice. The role also represents the firm's wealth management philosophy to clients and prospects while supporting the professional development of junior advisors and coordinating client support teams.
Required Skills
- Communication
- Relationship Management
- Investment Strategy
- Portfolio Management
- Tax Planning
- Financial Planning
- Business Development
- Team Leadership
- Project Management
- CRM
+2 more
Qualifications
- Bachelor’s Degree in Finance
- FINRA Series 65
- FINRA Series 7
- FINRA Series 66
- CFA
- CFP
- CPA
About RKL LLP
rklcpa.comRKL is a nationally leading professional services firm, providing assurance, tax, advisory, wealth management and IT solutions.
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