Private Wealth Planning & Investment Associate

Rockefeller Capital Management; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Job summary

Rockefeller Capital Management is seeking a Financial Planning and Investment Associate within the Private Advisor team of Rockefeller Global Family Office. The role supports advisory and client relationship management to deliver comprehensive wealth planning strategies and a high-touch client experience.

The position suits a relationship-oriented professional who enjoys both planning work and direct client engagement, collaborating with advisors, investment professionals, and client associates

Qualifications

• Bachelor's degree required.
• Series 7 and 66 licenses, or willingness to obtain.
• 2+ years of experience in wealth management, financial planning, private banking, family office, or client service preferred.
• Experience with eMoney financial planning software a plus.
• CFP designation or progress toward certification preferred.

Responsibilities

• Support advisors in developing and implementing wealth planning strategies related to estate, tax, retirement, philanthropy, and wealth transfer planning.
• Prepare client meeting materials, financial analyses, planning summaries, and follow-up deliverables.
• Gather and organize financial information and planning-related documentation to support client recommendations.
• Coordinate with clients and external professionals, including attorneys, accountants, and trustees, to assist with planning initiatives.
• Participate in client meetings and help track planning action items and implementation progress.
• Serve as a day-to-day contact for client service needs, responding to inquiries and coordinating requests in a timely manner.
• Process account openings, maintenance requests, asset transfers, money movement, and other client account activities.
• Prepare and review account documentation, investment subscription paperwork, and related forms.
• Assist with cash management requests, distributions, and account servicing activities.
• Maintain accurate client records and ensure information is updated across firm systems.
• Support business development and relationship management efforts by helping prepare presentations, proposals, and client communications.
• Partner closely with advisors, investment professionals, and client associates to deliver a seamless client experience.

Skills

Client service

Communication

Attention to detail

Organization

Multi-tasking

Education

Bachelor's degree

CFP designation or progress toward certification

Series 7 & 66 licenses

Tools

Excel

PowerPoint

eMoney

Job description

Rockefeller Capital Management is seeking a Financial Planning and Investment Associate within the Private Advisor team of Rockefeller Global Family Office. The role supports advisory and client relationship management to deliver comprehensive wealth planning strategies and a high-touch client experience.

The position suits a relationship-oriented professional who enjoys both planning work and direct client engagement, collaborating with advisors, investment professionals, and client associates