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 $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. #J-18808-Ljbffr Rockefeller Capital Management
...Construction Laborers at Ralph L. Wadsworth Construction Company, LLC Start Date: April 1, 2026 End Date: November 30, 2026... ...pick, rake, and shovel. Requirements: [No education or experience required.] (1) Must be able to lift up to 100 pounds; (2) Ability...
...Are you ready to be part of something special? Wedgewood Weddings is looking for energetic banquet servers to join our team and help create... ...and growing, we offer beautiful locations and stress-free planning with our all-inclusive packages. Our expert team specializes in...
Job Description Worksource Oregon is partnering with a Portland, OR employer that sources and delivers fresh produce and a full line of grocery products to customers all over the Pacific Northwest. Beyond providing the best in conventional and organic produce, they ...
...A fast-growing beauty brand is looking for a Junior Graphic Designer with a passion for visual storytelling, social media, and all things... ...priorities evolve What were looking for Hands-on experience with Adobe Creative Suite, especially Photoshop, Illustrator...
...Officer Tactical, physical ability is essential as you will be moving around your entire shift, patrolling environments such as retail stores, airports, detention centers, etc. Whats in it for you: ~ Site Location: Torrance, CA ~ Set schedule: 16 hours per week...