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Internship, Full-time
bachelor degree, postgraduate degree
Posted 8d ago
~40 hrs/week
Responsibilities
The intern will support wealth advisors and investment analysts in developing financial plans, conducting research on asset classes, and reviewing investment portfolios. They will also collaborate with team members on client outreach and participate in leadership development workshops.
Requirements
Candidates must be currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, or Business Management with a minimum GPA of 3.0. Strong analytical, communication, and organizational skills are required to succeed in this fast-paced environment.
Full job description
The Wealth Management Advisory Analyst Intern works closely with Wealth Advisors who help clients organize, manage, and deploy their financial resources to pursue their goals. The intern gains exposure to a range of clients including individuals, business owners, and families with sophisticated financial planning and wealth management needs.
Success Factors
Responsibilities
Gain exposure to a variety of clients, financial planning strategies, and wealth advisory solutions.
Support the development and updating of financial plans by gathering, organizing, and analyzing client financial information.
Assist with modeling financial planning scenarios based on client goals, needs, priorities, and risk profiles.
Help prepare client meeting materials, financial planning analyses, presentations, and follow up items.
Support Wealth Advisors in monitoring financial plans and coordinating implementation activities.
Conduct research on financial planning topics and other issues relevant to clients’ circumstances and goals.
Collaborate with Investment Analysts and Wealth Advisors on portfolio related assignments and special projects.
Work with team leadership to identify opportunities to improve the client experience, advisory processes, and operating efficiencies.
Build relationships with peers and team members at all levels of the organization.
Participate in team building exercises, community outreach activities, and continuous learning and leadership development workshops.
People Management/Relationships
Take initiative to be a team player (seeks out opportunities to help others)
Treat everyone with respect
Develop loyalty and trust with the team
Successfully adapt to different personalities and working styles
Proactively and effectively communicate information regarding status issues to team members
Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Required Skills
Excellent organization skills and strong attention to detail
Multi-tasker with the ability to prioritize work accordingly
Excellent verbal and written communication skills
Strong analytical and interpersonal skills
Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Education, Experience and Certifications
Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Management and/or related field
Minimum GPA of 3.0
Desire to pursue a career within wealth management
Excellent communication and analytical skills required
Strong technical skills with the ability to problem-solve in a fast-paced environment
Essential Functions
Must be able to remain in a stationary position as needed
The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
Ability to communicate in a professional manner and exchange information with internal and external actors as needed
Ability to lift/carry up to 20 pounds
Ability to work outside of normal business hours and weekends as needed
Ability to travel to local and non-local clients as needed, overnight travel may be required
This job description is subject to change at any time and employee will be given additional responsibilities as assigned
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.
We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com.
Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa).
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Offices: 1800 Fruitville Pike, Lancaster, PA 17601, US · 1330 Broadcasting Road, Wyomissing, PA 19610, US · 3501 Concord Road, Suite 250, York, PA 17402, US · 320 Market Street, Suite 373 East, Harrisburg, PA 17101, US · 91 Cumberland Pkwy, Mechanicsburg, Pennsylvania 17055, US
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