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Financial Planning Analyst

1 month ago

New York, New York, United States Rockefeller Financial Full time
Summer Analyst Program

Rockefeller Capital Management is seeking a Summer Analyst to join our Global Family Office Wealth Planning Center. As a member of our team, you will have the opportunity to work on complex financial planning projects, collaborate with experienced professionals, and develop a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management.

Responsibilities:
  • Gather and analyze extensive financial information to drive plan creation.
  • Enter client information into planning software.
  • Schedule and prepare materials for client meetings.
  • Leverage financial data to identify possible solutions to meet client needs and goals.
  • Engage specialists and partners to address client needs and deliver solutions.
  • Monitor and update client information and plan changes on a consistent basis.
Requirements:
  • Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook.
  • Enthusiastic and positive approach to problem-solving and client service.
What We Offer:
  • A competitive hourly rate of $38/hour.
  • A dynamic and collaborative work environment.
  • Opportunities for professional growth and development.

Rockefeller Capital Management 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.