About this role
Wealth Analyst - CFP at Rkl. Location: Mechanicsburg or Chambersburg. Role: portfolio analysis, trade execution, planning collaboration Requirements: Bachelor’s in Finance, Economics, Accounting, or Business; actively pursuing FINRA Series 65, CFA, or CFP; 1+ year experience in investment/data/analysis; strong MS Office; SQL or Bloomberg experience preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, SQL, Bloomberg, Tamarac, Excel Certifications: finra series 65, cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English