Wealth Analyst - Retirement Plan Services
RKL LLP(7 days ago)
About this role
The Wealth Analyst role involves supporting investment management and financial planning services through research, analysis, and client account reviews. It offers a two-year development program focused on gaining experience across various aspects of wealth management.
Required Skills
- Excel
- Financial Analysis
- Investment Strategies
- Data Analysis
- Research
- Reporting
- Client Service
- Trade Execution
- Financial Planning
- SQL
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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