Wealth Advisor
RKL LLP(24 days ago)
About this role
The Wealth Advisor provides high-level technical and client management support to a financial counseling team and assists in managing all aspects of client relationships. The role supports senior advisors and firm executives, and contributes to business development and relationship creation. The position works with high-net-worth individuals and coordinates with internal and external advisors.
Required Skills
- Financial Planning
- Client Management
- Investment Analysis
- Estate Planning
- Taxation
- Portfolio Monitoring
- Relationship Building
- Communication
- Project Management
- CRM
+1 more
Qualifications
- Bachelor’s Degree
- 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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