Senior Private Client Advisor
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Rockefeller Capital Management in Boca Raton, FL is seeking a Senior Client Associate to join its Private Advisor team within the Global Family Office unit. You will interact directly with high-net-worth clients, manage account opening, asset transfers, and ongoing administrative tasks with meticulous attention to detail.
The role requires 5+ years in financial services, a BA/BS degree, and registrations such as Series 7 and 66 (or 7/65/63).
We are looking to fill the Senior Private Client Advisor position at Rockefeller Capital Management in Boca Raton, FL, United States.
Are you ready to take on the Senior Private Client Advisor role at Rockefeller Capital Management?
We would love to welcome a new Senior Private Client Advisor to our team in Boca Raton, FL, United States.
For the Senior Private Client Advisor position at Rockefeller Capital Management, we are reviewing applications now.
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