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Wealth Planning Summer Analyst

Job in New York, New York County, New York, 10261, USA
Listing for: Rockefeller Capital Management
Seasonal/Temporary position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 41328 - 55104 USD Yearly USD 41328.00 55104.00 YEAR
Job Description & How to Apply Below
Location: New York

Rockefeller Capital Management offers a ten-week Summer Analyst Program in New York, immersing students in day-to-day wealth planning activities, including data collection, planning, and client meetings. The role provides hands-on experience across financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management.

The program features mentorship, weekly speaker series, and intensive training on our business model, with opportunities to connect

As a Wealth Planning Summer Analyst, you will play an important part at Rockefeller Capital Management in New York, NY, United States.

Consider building your career as a Wealth Planning Summer Analyst at Rockefeller Capital Management.

The Wealth Planning Summer Analyst position in the Management & Operations field is open for applications.

We have an opening for a Wealth Planning Summer Analyst in New York, NY, United States within Management & Operations.

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