About this role
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.
Required Skills
- Financial Planning
- Client Management
- Portfolio Monitoring
- Financial Analysis
- Investment Strategy
- Project Management
- Communication
- Confidentiality
- Networking
- CRM Tools
Qualifications
- Bachelor's Degree (Finance or related)
- Series 65
- Series 7
- 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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