Financial Planning and Investment Associate
Job Description
Work onsite in Atlanta, GA supporting a Private Advisor team within Rockefeller Global Family Office. This Financial Planning and Investment Associate role combines comprehensive wealth planning strategy support with high-touch client service, partnering with advisors and investment professionals to help deliver a seamless client experience.
You will contribute across planning work and day-to-day engagement, including coordinating with clients and external professionals, preparing client-ready materials, and helping ensure timely account and servicing activity. The team emphasizes organization, attention to detail, and consistent communication to keep planning initiatives moving forward.
What you’ll do
- Support advisors in developing and implementing wealth planning strategies covering estate, tax, retirement, philanthropy, and wealth transfer planning.
- Prepare client meeting materials, financial analyses, planning summaries, and follow-up deliverables.
- Collect and organize financial information and planning documentation to support client recommendations.
- Coordinate with clients and external professionals, including attorneys, accountants, and trustees, to assist with planning initiatives.
- Participate in client meetings and help track planning action items and implementation progress.
- Act as a day-to-day contact for client service needs, responding to inquiries and coordinating requests in a timely manner.
- Handle client account activities such as account openings, maintenance requests, asset transfers, money movement, and related tasks.
- Prepare and review account documentation, investment subscription paperwork, and other required forms.
- Assist with cash management requests, distributions, and account servicing activities.
- Maintain accurate client records and ensure information is updated across firm systems.
- Support business development and relationship management by helping prepare presentations, proposals, and client communications.
- Partner closely with advisors, investment professionals, and client associates to support a seamless client experience.
What you’ll need
- Bachelor’s degree required.
- Series 7 and 66 licenses, or willingness to obtain.
- 2+ years of experience in wealth management, financial planning, private banking, family office, or client service preferred.
- Experience with eMoney financial planning software is a plus.
- CFP designation or progress toward certification is preferred.
- Strong understanding of wealth planning concepts and investment fundamentals.
- Exceptional attention to detail, organization, communication, and client service skills.
- Ability to prioritize and organize workflow, including managing multiple tasks with frequent interruptions in a fast-paced, high-intensity environment.
- Demonstrates intellectual curiosity.
- Strong Microsoft Office skills, including Excel and PowerPoint.
Tools you’ll use
- eMoney
- Microsoft Office (Excel, PowerPoint)
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. 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, legal.
E-Verify: Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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