Strategic Portfolio Manager, Wealth Advisory

RKL Wealth Mgmt LLC; Lancaster (Lancaster County); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

401(k) with employer match

Paid time off

Job summary

RKL Wealth Mgmt LLC is looking for an experienced financial advisor to consult with clients, develop investment strategies, and maintain client satisfaction. Ideal candidates should possess strong communication skills and a background in finance or related fields.

Applicants must have a Bachelor’s degree, at least 3 years in investment advisory, and relevant licenses like FINRA Series 65. The position offers a salary range of $100,000 - $120,000, along with extensive benefits including medical insurance and a 401(k) match.

Qualifications

• Strong communication skills, written and verbal.
• Experience in the investment advisory field.
• Current license: FINRA Series 65, 7 and 66, CFA or CFP.

Responsibilities

• Consult with clients on investment objectives.
• Collaborate with the wealth advisory team.
• Develop target portfolios based on agreements.
• Review and present investment strategies.

Skills

Strong communication skills

Analytical and data-driven

Financial management acumen

Client needs assessment

Adaptability to changes

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business Management

3+ years’ experience in the investment advisory field

Tools

CRM tools

Microsoft Office Suite

Job description

RKL Wealth Mgmt LLC is looking for an experienced financial advisor to consult with clients, develop investment strategies, and maintain client satisfaction. Ideal candidates should possess strong communication skills and a background in finance or related fields.

Applicants must have a Bachelor’s degree, at least 3 years in investment advisory, and relevant licenses like FINRA Series 65. The position offers a salary range of $100,000 - $120,000, along with extensive benefits including medical insurance and a 401(k) match.