Wealth Analyst - CFP at RKL LLP in Lancaster, PA

Summary: RKL LLP is seeking a Wealth Analyst to participate in a two-year development program focused on delivering investment management and financial planning services. The role involves conducting client portfolio analysis, supporting investment recommendations, and collaborating with various teams within wealth management. Responsibilities: - Conduct client portfolio review and analysis to support investment recommendations and ensure assets are deployed according to the appropriate strategy - Review client accounts alongside Wealth Advisors to ensure allocation matches requests, propose trades and track target allocations - Conduct research and analysis on global financial markets, various asset classes and individual securities to assist in developing investment strategies - Review and create trade orders; execute trades in support of portfolio management and trading operations - Work closely with Planning team to create and review financial plans for delivery to clients - Interact with management, team members, and other departments to supply reporting and data for superior client services - Create historical reporting for data or activity related to Wealth Management team phone calls and other programs/initiatives - Generate reports and provide analysis to model scenarios to support internal and external stakeholders’ decision making - Identify, automate, and communicate basic process improvements that increase efficiency and quality of service - Carry out duties in compliance with all state and federal regulations and guidelines - Develop short and long term goals with the ability to execute effectively - Actively listen to team members to understand their needs; respond to requests in a timely manner; provide appropriate resolution of conflicts - Maintain confidentiality with external client information as well as internal employee and firm information - Take initiative to be a team player (seeks out opportunities to help others) - Treat everyone with respect - Develop loyalty and trust with the team - Successfully adapt to different personalities and working styles - Proactively and effectively communicate information regarding status issues to team members - Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Required Qualifications: - Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions - Analytical and data-driven individual with strong problem-solving skills - Solid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment - Ability to use sound judgement and discretion regarding confidential information - Drive to complete performance targets and track record of meeting/exceeding expectations - Ability to shift focus and adapt to change - Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field - Actively pursuing license or registration: FINRA Series 65; or CFA; or CFP - 1+ year experience working in investment, data, or business analysis - Excellent knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) - Ability to apply concepts such as probability, statistics, modeling, percentages, ratios and proportions to practical solutions Preferred Qualifications: - Experience using data management/analysis tools such as SQL or Excel preferred - Previous experience with various investment tools a plus (e.g. Bloomberg, Tamarac, etc) Required Skills: Financial analysis, Investment management, Project management Important Skills: Microsoft Office Suite, Data analysis tools, CFA, CFP