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Wealth Management Analyst
2 months ago
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, thorough in their work, operate with a high attention to detail, have strong communication, organization, time management and problem-solving skills, and be 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.
