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Rockefeller Financial Jobs (NOW HIRING)

Rockefeller Financial

Client Associate

San Francisco, CA · On-site +1

$75K - $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 ...

Rockefeller Financial

Client Associate

Houston, TX

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

Florham Park, NJ · On-site +1

$45K - $110K/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 ...

Rockefeller Financial

Client Associate

Charlotte, NC

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

Boston, MA · On-site +1

$45K - $110K/yr

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 ...

Rockefeller Financial

Client Associate

Stamford, CT

$45K - $110K/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 ...

Rockefeller Financial

Client Associate

Saratoga Springs, NY · On-site +1

$45K - $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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What cities are hiring for Rockefeller Financial jobs? Cities with the most Rockefeller Financial job openings:
What states have the most Rockefeller Financial jobs? States with the most job openings for Rockefeller Financial jobs include:
What job categories do people searching Rockefeller Financial jobs look for? The top searched job categories for Rockefeller Financial jobs are:
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.

Client Associate

Rockefeller Financial

San Francisco, CA • On-site, Remote

$75K - $90K/yr

Other

Medical, Retirement, PTO

Posted 13 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
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. In terms of growth, there is potential for the right candidate to become a financial planning specialist on the team.
Responsibilities
  • Account opening and maintenance
  • Process new accounts and updates, by obtaining all necessary approvals and ensuring all client documentation is completed, returned, and approved
  • 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
  • Process client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Review and reconcile client activity and, funds transfers and prior day's activity and trades against clearing firm systems
  • Help with asset transfers and money movement
  • Complete investment subscription documents
  • Cash management & RMDs
  • Assist clients with online access
  • Respond to account activity and statement inquiries
  • Manage life events
  • Administrative work as needed
  • Generate expense reports for submission using Concur
  • 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
  • Assist in preparation of key documents, including financial plans, PowerPoint presentations, and other 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
  • Additional duties as assigned
Qualifications
  • 0-3 years prior client service experience preferably within financial services
  • Series 7 & 66, preferred but not required
  • BA/BS degree
Skills
  • 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 significant plus

Compensation Range
The anticipated base salary range for this role is $75,000 to $90,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
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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