Wealth Management Analyst
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 30 markets throughout the United States, as well as an office in London.The Firm oversees $133 billion in client assets as of March 31, 2024.
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 to 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
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.