Wealth Management Analyst

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 32 markets throughout the United States, as well as an office in London. The Firm oversees $208 billion in client assets as of February 28, 2026.

 A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Wealth Management Analyst. This individual will work with our Private Advisor team members in a well-rounded role, supporting the financial planning process, and will interact directly with high-net-worth clients. The ideal candidate integrates well into the team dynamic of the practice, delivers thorough and timely work product with excellence, operates with a high attention to detail, is reliable, has strong communication, organization, time management and problem-solving skills, and is driven toward their own professional development and growth within the team. A successful Analyst will have an opportunity to growth within the team and ultimately become an Advisor, Business Developer and/or Senior Analyst.

• Collect financial data and documents from clients to build detailed client profiles
• Assist in client meeting preparation, including, build and analyze client financial statements, develop financial planning insights and run portfolio allocation and performance reports
• Create Monte Carlo analyses and other capital projections to model specific client scenarios
• Liaise with clients third party service providers (CPA, attorney, insurance agent, etc.)
• Participate in Investment Committee Meetings; provide information and background for management to make investment decisions and changes. Present to management new ideas and adjustments to existing investments. Ability to articulate the reasons for each recommendation.
• Research and analysis of investment information to assist management in portfolio decision-making
• Perform due diligence on new and existing investment managers in traditional and alternative investments
• Trade and implement client investment strategies (firm will support necessary licensing)

• 3-5 years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 strongly preferred and if not, willingness to obtain
• BA/BS degree
• CFP® practitioner designation or candidacy preferred. CIMA, CFA and other wealth management designations a plus
• Investment knowledge/experience preferred

• Excellent client facing, interpersonal, organizational, and client service skills
• Ability to adapt to constantly changing market conditions, reporting needs and requirements
• Detail-oriented with ability to prioritize and organize workflow
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
• Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively with need to sometimes reprioritize projects
• Strong Microsoft Office skills including Excel & PowerPoint, as well as Bloomberg, Envestnet & various performance reporting systems such as Tamarac and Black Diamond

The anticipated base salary range for this role is $45,000 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.

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.