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Rockefeller Financial Jobs (NOW HIRING)

Rockefeller Financial

Client Associate

Atlanta, GA

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 ...

Rockefeller Financial

Client Associate

Manhattan, NY · On-site +1

$70K - $90K/yr

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 ...

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How much do rockefeller financial jobs pay per year?

As of Jun 7, 2026, the average yearly pay for rockefeller financial in the United States is $70,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $81,000.00 per year, depending on experience, location, and employer.

What is Rockefeller Financial and what does the company do?

Rockefeller Financial is a wealth management firm that provides financial advisory, investment management, and family office services to individuals, families, and institutions. The company offers personalized solutions for wealth planning, investment strategies, trust and estate planning, and philanthropy. With a legacy dating back to the Rockefeller family, the firm combines traditional values with modern financial expertise to help clients preserve and grow their wealth across generations.

What is the difference between Rockefeller Financial vs Financial Advisor?

AspectRockefeller FinancialFinancial Advisor
CredentialsCFP, CFA, CPA often preferredCFP, Series 7, Series 66/65 typically required
Work EnvironmentPrivate wealth management, offices, client meetingsBanking, independent firms, client consultations
Industry UsageFinancial services, wealth management firmsBanking, investment firms, independent practices
Common Search/ComparisonYesYes

Rockefeller Financial professionals and Financial Advisors both work in wealth management, often requiring similar credentials like CFP or Series licenses. Rockefeller Financial tends to focus on high-net-worth clients within private wealth management firms, while Financial Advisors may work in banks, independent firms, or investment companies. Both roles involve client consultations and financial planning, but Rockefeller Financial professionals often serve a more exclusive clientele with tailored strategies.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Rockefeller Financial, and why are they important?

To thrive as a Financial Advisor at Rockefeller Financial, you need strong analytical skills, financial planning expertise, and typically a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management software, CRM systems, and professional certifications such as CFP or CFA are highly valued. Exceptional interpersonal skills, trustworthiness, and proactive communication distinguish top performers in this role. These competencies ensure effective wealth management, foster long-term client relationships, and support clients' financial goals.

What are some common challenges faced by financial advisors at Rockefeller Financial, and how can new hires best prepare for them?

Financial advisors at Rockefeller Financial often navigate complex client portfolios and must stay updated on evolving market trends and regulatory requirements. New hires may find the high expectations for personalized client service and relationship management challenging, especially when balancing multiple high-net-worth clients. To succeed, it’s important to develop strong communication skills, maintain an in-depth understanding of financial products, and proactively seek mentorship from experienced team members. Embracing continuous learning and leveraging the firm's collaborative culture can significantly ease the transition and foster career growth.
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Rockefeller Financial jobs near you
Infographic showing various Rockefeller Financial job openings in the United States as of May 2026, with employment types broken down into 92% Contract, and 8% Nights. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $70,035 per year, or $33.7 per hour.

Financial Reporting Lead

Rockefeller Capital Management

Arlington, VA • Hybrid

$116K - $158K/yr

Full-time

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 $212 billion in client assets as of April 30, 2026.

Position

The Financial Reporting Lead is responsible for the analysis and production of consolidated financial reports for clients of the Global Family Office. This individual participates in the collaborative and team-centric approach to servicing clients across the Wealth Planning Center.

Responsibilities
  • Prepare and review balance sheets, profit & losses, consolidated reports, and ad hoc analytical reports
  • Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.)
  • Update and review financial reports and provide analysis to the planning team
  • Respond to the planning team requests in a timely and accurate manner
  • Provide technical expertise in client reporting processes and systems
  • Act as a reviewer for other employees performing similar functions
Qualifications
  • Bachelor's Degree in Accounting or related field required, CPA preferred
  • 15+ years of related experience with a broad understanding of investment assets and associated reports
  • Experience with Fixed Income/Alternative assets a plus
Skills
  • Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
  • Advanced QuickBooks Online skills
  • Strong attention to detail with excellent analytical skills
  • Highly motivated, organized, and diligent with ability to work independently or as a team
  • Effective communication skills
  • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
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.

Employment Type: FULL_TIME

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