Wealth Planning Analyst
About The Position
The candidate will be responsible for high-level service delivery to UHNW clients in the area of financial planning. The position will primarily support the Center for Wealth Solutions team, with additional responsibilities to other client-facing professionals on the relationship team (Client Advisors, Client Associates, Investment Advisors, Trust Specialists, etc.) as needed. The position involves client and administrative matters centered around the delivery of financial planning advice and analysis for client-facing professionals across the firm’s national footprint.
Requirements
- Bachelor’s Degree in finance or related field
- 1-3 years of sophisticated wealth planning experience
- CFP designation or desire to pursue designation in first six months of start date required
- Proficiency in Microsoft Outlook, Word, Excel and Powerpoint
Nice To Haves
- Experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is preferred
Responsibilities
- Organize and assess personal financial information and documents for UHNW clients
- Work with the Wealth Planner and Wealth Strategist to Identify and evaluate financial scenarios and alternatives
- Work with the Family Office Counseling/Enterprise Wealth Advisory teams in preparing Comprehensive Wealth Plans and sophisticated financial modeling using various software tools in the areas of:
- Income, Estate, and Gift tax planning
- Risk management (entity and insurance planning)
- Debt management
- Estate and charitable planning
- Business succession planning
- Retirement planning
Benefits
- Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
