Wealth Analyst – CFP

RKL LLP

Wealth Analyst role focused on delivering investment management and financial planning services in a two-year development program. Collaborating closely with different teams and supporting financial strategies.

Posted 6/3/2026full-timeChambersburg • Pennsylvania • 🇺🇸 United StatesJunior💰 $55,000 - $65,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

investment analysisportfolio managementtrade executionfinancial planningdata analysisprocess improvementprobabilitystatisticsmodelingfinancial reporting

Soft Skills

active listeningconflict resolutiontimely responsecommunicationteam collaborationgoal settingclient serviceattention to detailproblem solvingorganizational skills

Tools & Technologies

Microsoft Office SuiteSQLBloombergTamaracdata management toolsfinancial softwarereporting toolsinvestment toolsExcelPowerPoint

Certifications & Qualifications

FINRA Series 65CFACFP

Industry Keywords

Wealth Managementfinancial marketsasset classessecuritiesstate regulationsfederal regulationsinvestment strategiesclient portfoliodata reportingbusiness analysis

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Conduct client portfolio review and analysis to support investment recommendations
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

Requirements

What you’ll need

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)
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)
Ability to apply concepts such as probability, statistics, modeling, percentages, ratios and proportions to practical solutions

Benefits

Comp & perks

medical/dental/vision insurance
life insurance
flexible spending accounts for medical and dependent day care expenses
short-term/long-term disability
competitive paid time off
401(k) with employer match and profit-sharing