Wealth Management Analyst

Rockefeller Capital Management • Chicago, IL

7d • $45,000 - $110,000

About The Position

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 32 markets throughout the United States, as well as an office in London. The Firm oversees $208 billion in client assets as of February 28, 2026.

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Wealth Management Analyst. This individual will work with our Private Advisor team members in a well-rounded role, supporting the financial planning process, and will interact directly with high-net-worth clients. The ideal candidate integrates well into the team dynamic of the practice, delivers thorough and timely work product with excellence, operates with a high attention to detail, is reliable, has strong communication, organization, time management and problem-solving skills, and is driven toward their own professional development and growth within the team. A successful Analyst will have an opportunity to growth within the team and ultimately become an Advisor, Business Developer and/or Senior Analyst.

Requirements

• 3-5 years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 strongly preferred and if not, willingness to obtain
• BA/BS degree
• Excellent client facing, interpersonal, organizational, and client service skills
• Ability to adapt to constantly changing market conditions, reporting needs and requirements
• Detail-oriented with ability to prioritize and organize workflow
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
• Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively with need to sometimes reprioritize projects
• Strong Microsoft Office skills including Excel & PowerPoint, as well as Bloomberg, Envestnet & various performance reporting systems such as Tamarac and Black Diamond

Nice To Haves

• CFP® practitioner designation or candidacy preferred. CIMA, CFA and other wealth management designations a plus
• Investment knowledge/experience preferred

Responsibilities

• Collect financial data and documents from clients to build detailed client profiles
• Assist in client meeting preparation, including, build and analyze client financial statements, develop financial planning insights and run portfolio allocation and performance reports
• Create Monte Carlo analyses and other capital projections to model specific client scenarios
• Liaise with clients third party service providers (CPA, attorney, insurance agent, etc.)
• Participate in Investment Committee Meetings; provide information and background for management to make investment decisions and changes. Present to management new ideas and adjustments to existing investments. Ability to articulate the reasons for each recommendation.
• Research and analysis of investment information to assist management in portfolio decision-making
• Perform due diligence on new and existing investment managers in traditional and alternative investments
• Trade and implement client investment strategies (firm will support necessary licensing)

Benefits

• Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees