Private Client Associate - Wealth Management
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-08-30
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Rockefeller Capital Management is seeking a Client Associate within its Private Advisor team of the Rockefeller Global Family Office. The role involves working closely with high-net-worth clients, ensuring meticulous account administration, asset transfers, and investment documentation, while delivering superior client service.
The ideal candidate has a BA/BS and 2–5 years in client service in finance, with Series 7/66 preferred or a plan to obtain them.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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