What are the responsibilities and job description for the Wealth Planning Analyst position at Rockefeller Capital Management?
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 $151 billion in client assets as of December 31, 2024.
Position
The candidate will be responsible for high-level service delivery to UHNW clients in the area of financial planning. The position will primarily support the Center for Wealth Solutions team, with additional responsibilities to other client-facing professionals on the relationship team (Client Advisors, Client Associates, Investment Advisors, Trust Specialists, etc.) as needed. The position involves client and administrative matters centered around the delivery of financial planning advice and analysis for client-facing professionals across the firm’s national footprint.
Responsibilities
- Organize and assess personal financial information and documents for UHNW clients
- Work with the Wealth Planner and Wealth Strategist to Identify and evaluate financial scenarios and alternatives
- Work with the Family Office Counseling/Enterprise Wealth Advisory teams in preparing Comprehensive Wealth Plans and sophisticated financial modeling using various software tools in the areas of:
- Income, Estate, and Gift tax planning
- Risk management (entity and insurance planning)
- Debt management
- Estate and charitable planning
- Business succession planning
- Retirement planning
Qualifications
- Bachelor’s Degree in finance or related field
- 1-3 years of sophisticated wealth planning experience
- CFP designation or desire to pursue designation in first six months of start date required
- Experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is preferred
Skills
- Qualified candidates will be self-starters, demonstrating the ability to complete assigned tasks efficiently and promptly
- Proficiency in Microsoft Outlook, Word, Excel and Powerpoint
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.
Salary : $151