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RKL LLP · 2 hours ago

Senior Wealth Advisor

York, PA

Full-time

Onsite

Senior Level, Lead/Staff

$150K/yr - $225K/yr

8+ years exp

RKL Wealth Management LLC is seeking a Senior Wealth Advisor to develop and manage client relationships and investment assets. This role involves providing sophisticated investment advice, coordinating client support personnel, and ensuring quality client service to help clients achieve their financial goals.

AccountingConsultingFinancial ServicesInformation Technology

Growth Opportunities

Responsibilities

Extensive communication with clients, their families and other connected service professionals related to investment performance, economic and market trends

Develop and deliver private wealth education sessions to clients and staff pertaining to client financial and estate planning opportunities

Proactively research industry trends and provide client and team members with relevant information to maintain client confidence and loyalty

Understand and coordinate income tax planning by working closely with client tax advisors

Seek to establish a level of trust and confidence with the client in order for financial issues to be resolved while meeting client’s philanthropic goals

Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements by developing investment plan and coordinating annual reviews

Work closely with investment team to monitor and communicate various investment plans

Responsible for client portfolio structure and confirming appropriate asset allocations, cash levels and trade execution

Evaluate large holding or outsized financial exposures for risk and performance relative to client’s overall financial position and portfolio for diversification

Active involvement in the community and development of key professional relationship to ensure business growth

Develop leads, referrals from current clients and outside contacts, while increasing current accounts through additions of assets under management

Represent RKL Wealth Management process and investment philosophy to colleagues, clients, and prospects

Oversee and coordinate group of client support personnel including recommendations for performance evaluation, training, work allocation and problem resolution

Train and develop Wealth Advisors to build expertise and ensure career success

Maintain confidentiality with external and client information as well as internal employee and firm information

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

Qualification

Client relationship managementInvestment advisory experienceFinancial planning expertiseProject management skillsAnalytical skillsNetworking capabilitiesCRM tools proficiencyMicrosoft Office SuiteCommunication skillsTeam playerAdaptabilityConfidentialityProblem-solving skills

Required

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

Excellent 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

Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field

8+ years' experience working in the investment advisory field with strong client and new business development focus

Team player and business builder with expertise as trusted Wealth Advisor serving the sophisticated needs of high net worth individuals and families

Exceptional understanding of full range of financial and estate planning, wealth management and related services

Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP

Experience using CRM tools; excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Ability 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

Preferred

CFP preferred, CFA or CPA also desirable

Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc)

Company

RKL LLP

We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.

Founded in 1979

Lancaster, Pennsylvania, USA

501-1000 employees