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Private Wealth Planning & Investment Associate

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Rockefeller Capital Management
Full Time position Listed on 2026-11-06
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR

Job Description & How to Apply Below

Rockefeller Capital Management is seeking a Financial Planning and Investment Associate within the Private Advisor team of Rockefeller Global Family Office. The role supports advisory and client relationship management to deliver comprehensive wealth planning strategies and a high-touch client experience.

The position suits a relationship-oriented professional who enjoys both planning work and direct client engagement, collaborating with advisors, investment professionals, and client associates

Consider building your career as a Private Wealth Planning & Investment Associate at Rockefeller Capital Management.

Join us at Rockefeller Capital Management as our next Private Wealth Planning & Investment Associate in Atlanta, GA, United States.

We are currently recruiting a Private Wealth Planning & Investment Associate for our team in Atlanta, GA, United States.

This is a strong role to take on the Private Wealth Planning & Investment Associate role at Rockefeller Capital Management.

Position Requirements

10+ Years work experience
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