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Private Client Associate — Wealth Management
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-06-15
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Rockefeller Capital Management is looking for a motivated Client Associate to join its Private Advisor team in Carmel, Indiana. The ideal candidate will possess strong communication and organization skills, and have a thorough attention to detail. Responsibilities include managing client accounts, asset transfers, and providing top-notch service to high-net-worth clients.
Applicants should have a BA/BS degree and ideally possess 2-5 years of client service experience in the financial industry, along with certifications such as Series 7 & 66.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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