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Private Advisor Jobs (NOW HIRING)

Rockefeller Financial

Client Associate

Bluffton, SC · On-site

Position A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior Client ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Andvaris Inc

Private Wealth Advisor

Seattle, WA · On-site

Wealth Advisors | Private Wealth Management | Multiple Strategic Markets Locations: Miami • Tampa • West Palm Beach • Boston • Atlanta • Chicago • Dallas • Houston • Los Angeles • ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Professions Inc

Private Wealth Advisor

Louisville, KY · Hybrid

As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on ...

Professions Inc

Private Wealth Advisor

Nashville, TN · Hybrid

As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on ...

Rockefeller Financial

Client Associate

Boston, MA · On-site

$45K - $90K/yr

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

Professions Inc

Private Wealth Advisor

Naples, FL · On-site

The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial ...

Professions Inc

Private Wealth Advisor

Sarasota, FL · On-site

The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial ...

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Private Advisor information

What is a private advisor?

Private Advisors are professionals who provide personalized financial advice to individuals, families, or businesses. They typically help clients manage their investments, plan for retirement, optimize tax strategies, and achieve long-term financial goals. Private Advisors may work independently or as part of banks, investment firms, or wealth management companies. Their services are highly tailored, taking into account each client's unique financial situation, risk tolerance, and objectives.

How does a private advisor typically collaborate with clients and other professionals to develop personalized financial strategies?

As a Private Advisor, you will work closely with clients to understand their unique financial goals, risk tolerance, and life circumstances. This often involves regular meetings, in-depth financial analysis, and ongoing communication to adjust strategies as clients’ needs evolve. In addition, Private Advisors frequently collaborate with other specialists such as tax advisors, estate planners, and investment managers to provide comprehensive, tailored solutions. Building trust and maintaining strong client relationships are essential, as is staying current with market trends and regulatory changes that may impact client portfolios.

What are the key skills and qualifications needed to thrive as a private advisor, and why are they important?

To thrive as a Private Advisor, you need strong financial expertise, analytical abilities, and typically a degree in finance, economics, or a related field, often supported by certifications like CFP or CFA. Familiarity with financial planning software, portfolio management tools, and regulatory compliance systems is essential. Outstanding interpersonal skills, discretion, and the ability to build trust are crucial soft skills in this role. These competencies enable Private Advisors to deliver tailored financial guidance, effectively manage client assets, and foster long-term client relationships.

What is the difference between Private Advisor vs Financial Planner?

AspectPrivate AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP, ChFC, or similar certifications common
Work EnvironmentPrivate client offices, wealth management firmsIndependent practice, financial advisory firms, or banks
Employer & IndustryHigh-net-worth individuals, private banks, wealth managementGeneral public, individuals, families, corporate clients
Search & Comparison IntentHigh-net-worth, personalized wealth adviceComprehensive financial planning for various client needs

While both Private Advisors and Financial Planners assist clients with financial goals, Private Advisors typically focus on high-net-worth individuals, offering personalized wealth management. Financial Planners serve a broader audience, providing comprehensive financial plans for diverse client needs. The roles often overlap, but Private Advisors usually work within wealth management firms or private banks, emphasizing personalized service for affluent clients.

How do you become a private wealth advisor?

To become a private wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field, along with relevant experience in financial planning or investment management. Earning certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and job prospects. Strong interpersonal skills, knowledge of financial products, and regulatory compliance are also important for success in this role.
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Private Advisor jobs near you
Infographic showing various Private Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 17% Part Time, and 9% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Client Associate

Rockefeller Financial

Bluffton, SC • On-site

Other

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

About Rockefeller Capital Management
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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
  • Delivering an exceptional level of client service
  • Oversee operational workflow for the team
  • Account opening and maintenance
  • Transferring assets and money movement
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Assist with entering trades as needed
  • Generate expense reports for submission using Concur
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
  • Assist with client cashiering requests as needed (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Assist in preparation of key documents and reports for client meetings
  • Complete necessary filing and maintain client files
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned
Qualifications
  • BA/BS degree
  • At least 2+ years of experience in the industry preferred
  • Registered with Series 7 & 66 (or 7, 65 & 63)
Skills
  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced environment as well as manage multiple tasks effectively
  • Strong Microsoft Office skills including Excel & Outlook

Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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