Wealth Management Analyst

Rockefeller Capital Management · Los Angeles, CA · Yesterday

On-siteFinance$75k–$110k/yrFull-time

About the role

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.

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
Aid 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
2-5 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

Pay

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 candidate’s 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.

Benefits

Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.