Senior Wealth Advisor

RKL LLP; Reading (Berks County); On-site; USD 100,000 - 120,000; Full time

Job summary

RKL LLP is seeking a Senior Wealth Advisor responsible for managing client relationships and providing investment advice. The ideal candidate will have extensive experience in financial planning and investment advisory. This position includes a comprehensive benefits package and a commitment to work-life balance. Ideal candidates should hold relevant degrees and certifications, with strong skills in client communication and relationship management.

Benefits

Full medical, dental, and vision coverage

401(k) match

Commitment to work-life balance

Investment in career progress, trainings, and mentorships

Qualifications

• Minimum of seven years of experience in investment advisory.
• Preference for Certified Financial Planner (CFP), CPA, or CFA designation.
• Proven ability to manage client relationships.

Responsibilities

• Develop and manage client relationships and investment assets.
• Provide client education sessions on financial planning.
• Coordinate income tax planning with client tax advisors.

Skills

Investment planning

Financial planning

Client communication

Risk assessment

Education

Bachelor's degree in Finance, Accounting, Economics, Business Management

Tools

Financial planning software

Job description

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RKL LLP provided pay range

This range is provided by RKL LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $120,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from RKL LLP

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
• 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Accounting and Financial Services

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