What are the responsibilities and job description for the Wealth Advisor position at RKL Wealth Mgmt LLC?
The Wealth Advisor provide a high level and broad range of technical and client management support to a financial counseling team and assist in managing all aspects of the client relationship. They support Senior Wealth Advisors and firm Executives in daily client relationship management and are responsible for developing new business and creating new relationships on an ad hoc basis. Success Factors Responsibilities Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions Conduct financial needs assessment meetings with high net worth individuals and families seeking financial advisor or planning assistance Build client trust through regular communication, monitoring of portfolio to ensure maximized returns and maintaining advanced understanding of investments, insurance, taxation, and estate planning, as well as the firm’s investment strategies Analyze client financial circumstances, current investments and future goals to prepare plans best suited to individual requirements Effectively present investment strategies to client and maintain holistic approach to planning; coordinate management of client portfolios with firm investment professionals Communicate and collaborate with client’s external advisors including accountants, attorneys, insurance advisors and more Support Senior Wealth Advisors in ensuring clients are serviced appropriately and in compliance with industry regulations Active involvement in the community and development of key professional relationships to ensure business growth Maintain confidentiality with external client information as well as internal employee and firm information People Management/Relationships Take initiative to be a team player (seek 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 listen to client needs and provide financial solutions, with strong networking capabilities 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 2 years’ experience working in investment or professional services with strong client focus Knowledge of the financial planning process, related service and client servicing needs Current license or registration: FINRA Series 65; or 66 CFP preferred, CFA or CPA also desirable Experience using CRM tools Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Previous experience with various investment tools a plus (e.g. Bloomberg, Charles Schwab, Tamarac etc) 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: $85,000 - $115,000 What makes RKL a dynamic professional services leader and an employer of choice in Pennsylvania? A focus on people, whether that’s earning the trust and respect of our clients, growing as people and professionals, serving our communities or forming bonds with colleagues. Our people are the best of us and they fuel RKL’s continued growth and success. Fostering a workplace culture that fulfills our team members both personally and professionally is central to the RKL mission. That’s why we offer robust learning and development, diverse career paths and experiences, abundant community service opportunities and social, team-building activities. Benefits You’ll Receive: RKL promotes a recognized culture of health and offers an extensive array of benefits to meet individual lifestyles, including but not limited to medical/dental/vision insurance, life insurance, flexible spending accounts for medical and dependent day care expenses and short-term/long-term disability. You’ll also receive competitive paid time off to pursue your interests or rest and recharge, and a 401(k) with employer match and profit-sharing to invest in your future. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. It is RKL’s policy to make reasonable accommodation for qualified individuals with disabilities. Please contact our HR team at 717.394.5666 or careers@rklcpa.com if you are interested in applying and need assistance to submit your application, or if you are interested in a position and believe you may require a reasonable accommodation in order for you to perform its essential functions.
Salary : $85,000 - $115,000
