Summer Analyst - Wealth Planning

Rockefeller Capital Management; New York (NY); On-site; USD 41,328 - 55,104; Full time

Job summary

Rockefeller Capital Management offers a ten-week Summer Analyst Program in New York, immersing students in day-to-day wealth planning activities, including data collection, planning, and client meetings. The role provides hands-on experience across financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management.

The program features mentorship, weekly speaker series, and intensive training on our business model, with opportunities to connect

Qualifications

• Enthusiastic and positive approach to problem-solving and client service.
• Eagerness to learn new and evolving complex topics.
• Proactive communication and ownership of assigned work.

Responsibilities

• Gather extensive financial information to drive plan creation.
• Enter client information into planning software.
• Schedule and prepare materials for client meetings.
• Leverage financial data to identify possible solutions to meet client needs and goals.
• Engage specialists and partners to address client needs and deliver solutions.
• Monitor and update client information and plan changes on a consistent basis.
• Create & maintain client spending analysis report
• Review & summarize estate planning documents to map out client estate flows
• Help identify areas where AI can create efficiencies in the production of deliverables

Skills

Proactive communication

Ownership of work

Problem solving

Team collaboration

Eager to learn

Tools

Excel

Word

PowerPoint

Outlook

Job description

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position

Program Overview
Rockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm. Our diversified businesses, boutique size, and entrepreneurial culture shape a dynamic, personalized experience for our Analysts.

Our Summer Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management. Summer Analysts will be fully immersed in the day-to-day activities of the business providing opportunities to learn, grow, and excel.

Key highlights of the program include:

• Mentorship program to support learning and development.
• Weekly speaker series to promote a deep understanding of the firm, our culture and share personal perspectives from employees.
• Intensive training on our business model and how employees of the firm contribute to achieving our goals.
• Frequent connectivity with other Summer Analysts and our program team.
• Round table discussions on current events with macro and micro relevance to our business.
• Opportunities to exchange ideas and network with peers, mentors, and senior leaders throughout the firm.

Eligibility and Selection Criteria
To be eligible for consideration, students must be projected 2028 graduates and in good standing at the school. Analysts should have an interest in the financial services industry and be eager to learn and make an impact.

POSITION

The Summer Analyst is a member of the Global Family Office Wealth Planning Center. The Wealth Planning Center is charged with coordinating the creation and implementation of financial plans for the firms Wealth Advisory divisions. In this capacity, the Wealth Planning Analyst will conduct in-depth data collection, analysis, and data entry with the aim of creating a strong financial plan. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management. This role is a key member of the collaborative, team-centric approach to client service across the firms’ Wealth Advisory divisions.

Responsibilities

• Gather extensive financial information to drive plan creation.
• Enter client information into planning software.
• Schedule and prepare materials for client meetings.
• Leverage financial data to identify possible solutions to meet client needs and goals.
• Engage specialists and partners to address client needs and deliver solutions.
• Monitor and update client information and plan changes on a consistent basis.
• Create & maintain client spending analysis report
• Review & summarize estate planning documents to map out client estate flows
• Help identify areas where AI can create efficiencies in the production of deliverables

Qualifications

• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Enthusiastic and positive approach to problem-solving and client service
• Eagerness to learn new and evolving complex topics
• Proactive communication
• Takes ownership of assigned work and strives to understand not just the “what,” but also the “why” behind it.

Skills

• Strong organization skills and the ability to multitask and reprioritize within tight deadlines.
• Strong collaboration and partnership skills
• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk.
• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way.

Compensation Range
The anticipated hourly rate for this role is $35.00/hour. Hourly rate 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.Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

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.