RKL LLP
A Wealth Advisor provides technical and client management support to a financial counseling team and assists in managing all aspects of client relationships. The role supports Senior Wealth Advisors and firm executives, engages with high-net-worth clients, and contributes to business development and relationship growth.
Headquarters
Lancaster, Pennsylvania, United States
Company Size
501-1000 employees
RKL is a nationally leading professional services firm, providing assurance, tax, advisory, wealth management and IT solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for RKL LLP.
Jun 17, 2024