Private Client Associate – Wealth Advisory
Job in
Newtown, Bucks County, Pennsylvania, 18940, USA
Listed on 2026-07-31
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Rockefeller Capital Management in Newtown, PA is seeking a Client Associate within the Private Advisor team of the Rockefeller Global Family Office to serve high-net-worth clients. You will act as the face of the practice, handling account opening, asset transfers, and routine client inquiries with meticulous attention to detail.
The ideal candidate has at least 2 years of client service experience in financial services, possesses Series 7 and 66, and holds a BA/BS.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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