Wealth Analyst – Retirement Plan Services

RKL LLP

. Participate in a two-year development program delivering investment management and financial planning services .

Posted 9/21/2026full-timeYork • Pennsylvania • United StatesJunior💰 $55,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment management and financial planning, with strong analytical skills to conduct portfolio reviews and market research. Proficient in utilizing data management tools and maintaining compliance with financial regulations.

Highest-signal resume keywords

Investment ManagementFinancial PlanningData AnalysisMicrosoft Office SuiteFINRA Series 65

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio AnalysisTrade ExecutionFinancial ReportingStatistical ModelingData ManagementInvestment ToolsProblem SolvingProject ManagementFinancial RegulationsClient Communication

Soft Skills

Strong CommunicationAdaptabilityMultitaskingJudgmentConfidentiality

Tools & Technologies

SQLExcelBloombergTamarac

Certifications & Qualifications

FINRA Series 65CFACFP

Industry Keywords

Wealth ManagementInvestment AnalysisFinancial MarketsAsset ClassesClient Portfolio Reviews

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Participate in a two-year development program delivering investment management and financial planning services
Conduct client portfolio reviews and analyses to support investment recommendations
Review client accounts with Wealth Advisors, propose trades, and track target allocations
Research and analyze global financial markets, asset classes, and individual securities
Review, create, and execute trade orders supporting portfolio management and trading operations
Collaborate with the Planning team to create and review financial plans for clients
Provide reporting and data to management, team members, and other departments
Create historical reporting related to Wealth Management team calls and initiatives
Generate reports and analyze model scenarios for internal and external stakeholders
Identify, automate, and communicate process improvements
Perform duties in compliance with state and federal regulations
Develop and execute short- and long-term goals
Respond to team requests, resolve conflicts, and maintain confidentiality
Build trust, adapt to different working styles, communicate status issues, and seek continuous feedback

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 probability, statistics, modeling, percentages, ratios and proportions to practical solutions
Strong written and verbal communication skills
Strong analytical, data-driven, problem-solving, project management, judgment, discretion, adaptability, and multitasking skills
Ability to maintain confidentiality
Ability to lift/carry up to 20 pounds
Must be able to remain in a stationary position as needed
Ability to occasionally move about inside the office and at client offices
Ability to constantly operate a computer and office productivity machinery
Ability to communicate professionally with internal and external actors
Ability to work outside normal business hours and weekends as needed
Ability to travel to local and non-local clients; overnight travel may be required

Benefits

Comp & perks

Two-year development program
Opportunities to work closely with teams across wealth management
Ability to work outside of normal business hours and weekends as needed
Local and non-local client travel opportunities; overnight travel may be required