Wealth Analyst - CFP

RKL LLP•Chambersburg, PA

1d•Onsite

About The Position

The Wealth Analyst role is a two-year development program primarily focused on delivering investment management and financial planning services to clients. This position offers opportunities to collaborate closely with various teams within wealth management, including Investments, Planning, Advisory, and Operations. The successful candidate will engage in extensive research, analysis, and reporting to support the team in providing accurate and reliable investment and financial planning recommendations.

Requirements

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

Nice To Haves

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)

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