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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:
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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.

Regional Supervision Manager

Rockefeller Capital Management

Cincinnati, OH • On-site

Full-time

Posted 9 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 Regional Supervision Manager is responsible for overseeing business supervision, leadership support, and strategic execution for assigned advisory teams. This role partners closely with Private Advisors and senior leadership to ensure effective team management, supervisory discipline, and alignment with firm standards and objectives.
Responsibilities
  • Provide leadership and oversight for advisory teams within the Northern Hub
  • Serve as a primary point of escalation and support for business and supervision matters
  • Guide team structure, coverage, and day-to-day business execution across the region
  • Partner closely with Private Advisors and Managing Directors to support client service delivery and team effectiveness
  • Act as a liaison between advisory teams and internal partners across Human Capital, Supervision, Compliance, and Operations (where applicable)
  • Support advisor led initiatives, events, and client communications requiring regional approval or coordination
  • Ensure regional teams operate within firm guidelines and governance standards
  • Provide oversight on supervisory requests, approvals, and exception management
  • Support continuity planning and business transitions as needed

Qualifications
  • Ideal candidates will have a combination of the following FINRA registrations (e.g., Series 7, 9, 10, 24, 63, 65, 66).
  • 7+ years in the securities industry; experience in supervisory control functions, account monitoring / surveillance, supervision, sales practices, and regulatory compliance highly desirable

Skills
  • Proficiency in supervisory oversight routines for broker-dealer and / or registered investment advisor practices.
  • Able to navigate a fast-paced environment of swift regulatory change.
  • Demonstrated ability to deliver subject matter expertise & service with speed and precision.
  • Risk based approach to creative problem solving.
  • Highly motivated achiever
  • Comfortable as team player as well as individual independent contributor

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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