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About the Role

The Wealth Planning Analyst is a key member of the Global Family Office Wealth Planning Center, responsible for coordinating the creation and implementation of financial plans for the firm's Wealth Advisory divisions. This role involves in-depth data collection, analysis, and data entry to build strong financial plans, contributing to a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management. The analyst will collaborate within a team-centric approach to client service.

Responsibilities

Gather extensive financial information to drive plan creation.
Enter client information into planning software.
Schedule and prepare materials for and participate in client meetings.
Leverage financial data to identify possible solutions to meet client needs and goals.
Engage specialists and partners to address client needs and deliver solutions.
Monitor and update client information and plan changes on a consistent basis.
Develop a broad understanding of all aspects of holistic financial planning, including income and estate and gift tax planning and charitable planning.

Requirements

Bachelor's degree
CFP® designation preferred or the desire to obtain and/or maintain at least one firm approved designation.
Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
eMoney experience preferred
Strong organization skills and the ability to multitask and reprioritize within tight deadlines.
Excellent communication skills on complex matters, both written and oral
Enthusiastic and positive approach to problem-solving and client service
Strong collaboration and partnership skills
Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk.
Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way.
Minimum of 1-2 years of experience.

Skills

Financial planning
Estate and gift taxes
Philanthropy
Insurance
Income tax planning
Investment management
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
eMoney
Organization
Multitasking
Prioritization
Written communication
Oral communication
Problem-solving
Client service
Collaboration
Partnership
Analytical skills
Trend identification
Root cause analysis
Strategy development

Experience Level

1-2 years of experience

Education Level

Bachelor's degree

Salary/Compensations

$75,000 to $80,000

Benefits

Health coverage
Vacation time
Paid leave
Retirement plan

About the Company

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.

Equal Opportunity

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.