Rockefeller Capital Management · 1 month ago
Wealth Planning Analyst
New York, NY
Full-time
Onsite
Entry Level
$75K/yr - $85K/yr
1+ years expRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. The Wealth Planning Analyst will provide high-level service delivery to ultra-high-net-worth clients, focusing on financial planning and analysis in collaboration with various client-facing professionals.
Financial Services
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
Qualification
Required
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
Preferred
Experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs
Benefits
Health coverage
Vacation time
Paid leave
Retirement plan
And more
Company
Rockefeller Capital Management
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management.
1001-5000 employees
H1B Sponsorship
Rockefeller Capital Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (6)
2023 (2)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageLeadership Team
Gregory J. Fleming
President and Chief Executive Officer
Jonathan Eisenberg
Senior Counsel to the CEO
Recent News
2024-01-03
InvestmentNews
2023-08-17
2023-06-21
Company data provided by crunchbase