Job Description
Why Choose RKL?
RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:
- Full medical, dental, and vision coverage
- Commitment to work life balance
- Investment and complete buy-in to your career progress, through trainings, mentorships and advancement
- Certification reimbursement
- 401(k) match
Who We Are and What We Do
We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.
RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.
About the Position
The Senior Wealth Advisor is responsible for developing and managing client relationships and investment assets. They provide quality client service and formulate sophisticated investment advice in an effort to help clients achieve their financial goals. They provide guidance and are responsible for the professional development of Wealth Advisors who help maintain ongoing relationship and develop new client relationships. In addition, this position is responsible for coordinating a group of client support personnel, including Portfolio Managers, Analysts and Operations Specialists in delivering comprehensive services to clients.
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
The ideal candidate for this position should have a Bachelor's degree in Finance, Accounting, Economics, Business Management, or a related field. A minimum of seven years of experience in investment advisory, financial and estate planning, wealth management, or similar services is required. Preference will be given to candidates with a Certified Financial Planner (CFP) designation, though a Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation is also valued. Experience with financial planning software is highly preferred.
If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at https://www.rklcpa.com/careers/.
RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.