Client Associate
Newtown, PA · On-site
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 ...
Client Associate
Newtown, PA · On-site
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 ...
The role of Wealth Advisor involves guiding clients in wealth and estate planning, investments ... In their Private Wealth Management division, significant investments are being made to expand the ...
New
Quick apply
The role of Wealth Advisor involves guiding clients in wealth and estate planning, investments ... In their Private Wealth Management division, significant investments are being made to expand the ...
New
In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined ...
Quick apply
In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined ...
OPPORTUNITY The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice.
OPPORTUNITY The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice.
Client Associate
Carmel, IN · On-site
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 ...
Client Associate
Carmel, IN · On-site
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 ...
OPPORTUNITY The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice.
OPPORTUNITY The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice.
OPPORTUNITY The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice.
OPPORTUNITY The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice.
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 ...
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 ...
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 ...
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 ...
Client Associate
Ballwin, MO · On-site
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 ...
Client Associate
Ballwin, MO · On-site
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 ...
In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined ...
New
Quick apply
In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined ...
New
Client Associate
Carmel, IN · On-site
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 ...
Client Associate
Carmel, IN · On-site
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 ...
Client Associate
Atlanta, GA · On-site
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 ...
Client Associate
Atlanta, GA · On-site
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 ...
Private Client Advisor
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Quick apply
Private Client Advisor
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Private Client Advisor
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Private Client Advisor
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Private Client Advisor
Cleveland, OH · On-site
POSITION SUMMARY The Private Client Advisor serves as the primary relationship manager for prospective clients referred to Brunswick Private Client through our network of trusted advisors and ...
Quick apply
Private Client Advisor
Cleveland, OH · On-site
POSITION SUMMARY The Private Client Advisor serves as the primary relationship manager for prospective clients referred to Brunswick Private Client through our network of trusted advisors and ...
Client Associate
Chesterfield, MO · On-site
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 ...
Client Associate
Chesterfield, MO · On-site
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 ...
Assoc. Private Client Advisor
Pearl River, NY · On-site
$62K/yr
Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management ...
Assoc. Private Client Advisor
Pearl River, NY · On-site
$62K/yr
Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management ...
Assoc. Private Client Advisor
Pearl River, NY · On-site
$62K/yr
Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management ...
Assoc. Private Client Advisor
Pearl River, NY · On-site
$62K/yr
Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management ...
Private Client Advisor
Boston, MA · On-site
$80K - $100K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Private Client Advisor
Boston, MA · On-site
$80K - $100K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Private Advisor information
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.
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.
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.
What is the difference between Private Advisor vs Financial Planner?
| Aspect | Private Advisor | Financial Planner |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often preferred | CFP, ChFC, or similar certifications common |
| Work Environment | Private client offices, wealth management firms | Independent practice, financial advisory firms, or banks |
| Employer & Industry | High-net-worth individuals, private banks, wealth management | General public, individuals, families, corporate clients |
| Search & Comparison Intent | High-net-worth, personalized wealth advice | Comprehensive 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.
More about Private Advisor jobs
What job categories do people searching Private Advisor jobs look for?
The top searched job categories for Private Advisor jobs are:
Other
Posted 10 days ago
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 unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and 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
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.
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 unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and 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
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- 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
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- 2+ years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 required
- Intellectual curiosity and desire to learn planning and products
- BA/BS degree
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
- Experience with eMoney financial planning software a plus
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.