Wealth Analyst - CFP
RKL LLP(1 month ago)
About this role
A two-year Wealth Analyst development program focused on delivering investment management and financial planning services to clients. The role involves working across Investments, Planning, Advisory, and Operations teams to support client-facing outcomes. The analyst participates in research, analysis, and reporting to inform reliable investment and financial planning recommendations.
Required Skills
- Investment Analysis
- Financial Planning
- Portfolio Management
- Research
- Trading
- Reporting
- Excel
- SQL
- Communication
- Project Management
+1 more
Qualifications
- Bachelor’s Degree in Finance, Accounting, Economics, Business Management or related field
- FINRA Series 65 (pursuing)
- CFA (pursuing)
- CFP (pursuing)
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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