Wealth Analyst - CFP
RKL Wealth Mgmt LLC —Chambersburg, PA
- $55,000 - $65,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply

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Wealth Analyst - CFP

RKL Wealth Mgmt LLC -
Chambersburg, PA

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year

Qualifications

Statistics
Computer operation
Confidential information handling
Research
Project management
Bachelor's degree
Cross-functional communication

Full Job Description

The Wealth Analyst role consists of a two-year development program with primary responsibility in delivering investment management and financial planning services to our clients. This includes opportunities to work closely with each team in wealth management – Investments, Planning, Advisory and Operations. The successful team member will participate in extensive research, analysis and reporting to support the team in making accurate and reliable investment and financial planning recommendations.

Success Factors

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

People Management/Relationships

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 Skills

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

Education, Experience and Certifications

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)
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)
Ability to apply concepts such as probability, statistics, modeling, percentages, ratios and proportions to practical solutions

Essential Functions

Must be able to remain in a stationary position as needed
The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
Ability to communicate in a professional manner and exchange information with internal and external actors as needed
Ability to lift/carry up to 20 pounds
Ability to work outside of normal business hours and weekends as needed
Ability to travel to local and non-local clients as needed, overnight travel may be required
This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:

$55,000 - $65,000

Quick Apply

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