Financial Planning and Investment Associate

Rockefeller Capital Management • Atlanta, GA

8d

About The Position

A Private Advisor team within Rockefeller Global Family Office is seeking a Financial Planning and Investment Associate to support the practice’s advisory and client relationship management functions. The associate works closely with advisors and clients to deliver comprehensive wealth planning strategies and a high-touch client experience. The role combines planning work with direct client engagement.

Requirements

• Bachelor's degree required.
• Series 7 and 66 licenses, or willingness to obtain them.
• Strong understanding of wealth planning concepts and investment fundamentals.
• Exceptional attention to detail, organization, communication, and client service skills.
• Excellent client-facing, interpersonal, organizational, and client service skills.
• Ability to prioritize and organize workflow.
• Ability to work in a fast-paced, high-intensity environment and manage multiple tasks effectively with frequent interruptions.
• Demonstrates intellectual curiosity.
• Strong Microsoft Office skills, including Excel and PowerPoint.

Nice To Haves

• 2+ years of experience in wealth management, financial planning, private banking, family office, or client service preferred.
• Experience with eMoney financial planning software is 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 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 with advisors, investment professionals, and client associates to deliver a seamless client experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level