Position

A Private Advisor teamwithin 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 withour Private Advisorteam membersand 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 clients third-party service providers (CPA, attorney, insurance agent, etc.)

Qualifications

• Bachelors 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 candidates 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.