RKL eSolutions LLC
The Wealth Analyst serves in a two-year development program delivering investment management and financial planning services to clients. The role involves extensive research, analysis, and reporting to support investment and financial planning recommendations while collaborating with Investments, Planning, Advisory, and Operations teams. Analysts execute trades, review portfolios, create financial plans, and generate reports to model scenarios for stakeholder decision-making.
Headquarters
Lancaster, Pennsylvania, United States
Company Size
51-200 employees
Founded
2001
RKL eSolutions is a certified Sage ERP partner and have helped clients in industries from food production to manufacturing implement their ERP system.
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 eSolutions LLC.
20% below the average for this role