Private Client Associate, ‑Net‑Worth Advisory
Listed on 2026-10-19
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Private Banking
Rockefeller Capital Management in Boston is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work with high-net-worth clients, handle account openings, transfers, and daily administration with strong attention to detail.
The ideal candidate has 3–5 years of client service experience in financial services, excellent communication and organization, and a BA/BS degree.
This opening is for the Private Client Associate, High‑Net‑Worth Advisory role at Rockefeller Capital Management.
The Private Client Associate, High‑Net‑Worth Advisory role at Rockefeller Capital Management is now open for applications in Boston, MA, United States.
Join us at Rockefeller Capital Management as our next Private Client Associate, High‑Net‑Worth Advisory in Boston, MA, United States.
We are currently recruiting a Private Client Associate, High‑Net‑Worth Advisory for our team in Boston, MA, United States.
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