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Private Wealth Analyst: UHNW Client Advisory
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-07-10
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Rockefeller Capital Management is seeking a Private Wealth Analyst to join our Private Advisor team within the Rockefeller Global Family Office. You will interact directly with ultra-high-net-worth clients, collect financial data, prepare plans, and manage client accounts with high attention to detail.
The role emphasizes rigorous client service, strong communication, and the ability to coordinate with third-party providers.
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