Wealth Planning Analyst: Holistic Financial Planning

Rockefeller Capital Management; Philadelphia (Philadelphia 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. You will gather extensive financial information, enter client data into planning software, and prepare materials for client meetings to support holistic financial plans.

Collaborating with specialists across Wealth Advisory divisions, you will develop tax, estate, and investment planning insights while building a strong knowledge base and delivering exceptional client

Qualifications

• Bachelor's degree required.
• 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.

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.

Education

Bachelor's degree

CFP designation preferred or the desire to obtain and/or maintain

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

eMoney experience

Strong organization

Multitasking under deadlines

Excellent communication (written and oral)

Collaboration and partnership

Analytical and trend identification

Client needs assessment and solution articulation

1-2 years of experience

Tools

Excel

PowerPoint

Outlook

eMoney

Job description

Rockefeller Capital Management is seeking a Wealth Planning Analyst to join the Global Family Office Wealth Planning Center. You will gather extensive financial information, enter client data into planning software, and prepare materials for client meetings to support holistic financial plans.

Collaborating with specialists across Wealth Advisory divisions, you will develop tax, estate, and investment planning insights while building a strong knowledge base and delivering exceptional client