Wealth Analyst - CFP
RKL LLP
About this role
The Wealth Analyst role is a two-year development program focused on delivering investment management and financial planning services to clients. The role involves conducting analysis, supporting trade execution, financial planning, and generating reports to assist in making investment decisions.
Skills
Qualifications
About RKL LLP
rklcpa.comIndustries
Consulting
RKL is a nationally leading professional services firm, providing assurance, tax, advisory, wealth management and IT solutions.
Recent company news
CPA Practice AdvisorTop 100 U.S. Accounting Firm RKL LLP Joins TIAG and TAG Alliances
Aug 18, 2025
VISTA.TodayRKL Earns Distinction as Pennsylvania’s Leading Accounting Firm
Apr 2, 2025
Central Penn Business JournalRKL LLP
Apr 11, 2025
Accounting TodayM&A roundup: CSH and RKL expand
Jun 17, 2024
Berks Community TelevisionRKL’s Timothy Kraft Honored Among Lehigh Valley Young Leaders
Aug 23, 2022
About RKL LLP
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for RKL LLP.
Salary
$55k – $65k
per year