Senior Private Client Associate — Wealth Management
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Rockefeller Capital Management is seeking a Senior Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients, serving as the face of the practice, with strong focus on accuracy, communication, and client service.
The role emphasizes opening and maintaining accounts, asset transfers, and supporting client meetings and reporting. Candidates should have a BA/BS and relevant Series 7/66 registrations.
As a Senior Private Client Associate — Wealth Management, you will play an important part at Rockefeller Capital Management in Newtown, PA, United States.
We are looking to fill the Senior Private Client Associate — Wealth Management position at Rockefeller Capital Management in Newtown, PA, United States.
The Senior Private Client Associate — Wealth Management role at Rockefeller Capital Management is now open for applications in Newtown, PA, United States.
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