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Wealth Planning Analyst UHNW Clients
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-12
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A leading financial advisory firm in Boston is seeking a Financial Planning Specialist to deliver high-level services to ultra-high-net-worth clients. Responsibilities include organizing financial information, evaluating scenarios, and collaborating with various teams to prepare comprehensive wealth plans. The ideal candidate will have a Bachelor's degree in finance, 1-3 years of experience in wealth planning, and proficiency in relevant software. Competitive compensation and benefits are offered.
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