Wealth Planning Summer Analyst

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

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