About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefelle…
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Full-time
bachelor degree, professional certificate
Health coverage, Vacation time, Paid leave, Retirement plan
Posted 30d ago
Apply by Jul 6
~40 hrs/week
Responsibilities
The analyst will collect financial data to build client profiles and handle the operational administration of high-net-worth accounts. They will also prepare financial plans, research market news, and liaise with third-party service providers.
Requirements
A Bachelor's degree and 2-5 years of relevant experience are required. Preferred qualifications include SIE, Series 7, Series 66, and progress toward a CFP designation.
Full job description
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Private Wealth Analyst. The Private Wealth Analyst will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be ultra-focused on client excellence, is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
Collect financial data and documents from clients to build detailed client profiles
Provide top quality service to clients and complete administration of client accounts
Handle operational aspects of client accounts including reporting on account holdings and performance reporting, and entering trade instructions
Assist in preparation of key documents, financial plans, and reports for client meetings
Review and research market news, client portfolios, and product implementation ideas
Liaise with client’s third-party service providers (CPA, attorney, insurance agent, etc.)
Qualifications
Bachelor's Degree required
2-5 years of relevant experience
SIE, Series 7 and Series 66 (or 63/65) strongly preferred
CFP designation or progress toward CFP preferred
Skills
Excellent client facing, interpersonal, organizational, technical, and client service skills
Detail-oriented with ability to prioritize and organize workflow
Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
Strong Microsoft Office skills including Excel & PowerPoint
Experience with financial planning software such as eMoney, MoneyGuidePro, and Financial Profiles
Compensation Range
The anticipated base salary range for this role is $75,000 to $110,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else.
Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.
Offices: New York, New York 10020, US · Boston, MA 02110, US · Wilmington, DE 19801, US · Washington, DC 20006, US · Atlanta, GA 30326, US
Asset ManagementWealth PlanningStrategic AdvisoryFamily Office ServicesTrust Company Servicesand Portfolio Tracking TechnologyWealth ManagementCommercial Real EstateFinancial ServicesReal Estate
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