Wealth Planning Analyst

Rockefeller Capital Management; Bridgeport (Montgomery County); On-site; USD 70,000 - 100,000; Full time

Job summary

Rockefeller Capital Management is seeking a Wealth Planning Analyst to join the Global Family Office Wealth Planning Center. This role focuses on data collection, analysis, and entry to create comprehensive financial plans.

You will support planning across income, estate, gift tax, philanthropy, insurance, and investment management, collaborating with specialists to deliver tailored solutions for clients. Ideal candidates hold a Bachelor's degree, have strong organizational and communication

Qualifications

• Bachelor's degree required or equivalent.
• CFP designation preferred or willingness to obtain one.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• eMoney experience preferred.
• Strong organizational skills and ability to multitask under tight deadlines.
• Excellent written and oral communication; collaborative approach.
• 1–2 years of experience preferred.

Responsibilities

• Gather extensive financial information to drive plan creation.
• Enter client information into planning software.
• Schedule and prepare materials for and participate in client meetings.
• Leverage financial data to identify solutions that meet client goals.
• Engage specialists and partners to address client needs and deliver solutions.
• Monitor and update client information and plan changes regularly.
• Build broad knowledge of holistic financial planning, including income, estate, gift tax, and charitable planning.

Skills

Organization skills

Communication skills

Collaboration skills

Analytical skills

Education

Bachelor's degree

CFP designation preferred

Tools

Microsoft Office

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 The Wealth Planning 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 and participate in 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.
• Develop a broad understanding of all aspects of holistic financial planning, including but not limited to income and estate and gift tax planning and charitable planning.

Qualifications

• Bachelor's degree
• CFP® designation preferred or the desire to obtain and/or maintain at least one firm approved designation.
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• eMoney experience preferred
• Strong organization skills and the ability to multitask and reprioritize within tight deadlines.
• Excellent communication skills on complex matters, both written and oral
• Enthusiastic and positive approach to problem-solving and client service
• 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.
• Minimum of 1-2 years of experience.

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.