Private Client Associate, Wealth Management
Listed on 2026-10-10
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Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant, Portfolio & Asset Management
Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. You will interact with high-net-worth clients, handle account opening and maintenance, asset transfers, and cash management, while delivering top-tier service.
The role requires strong communication, organization, and detail orientation, with MS Office proficiency;
Series 7/66 are strongly preferred, with BA/BS required.
Our group is growing, and we are hiring a Private Client Associate, Wealth Management in San Francisco, CA, United States.
We have an opening for a Private Client Associate, Wealth Management in San Francisco, CA, United States within Finance.
This role, Private Client Associate, Wealth Management at Rockefeller Capital Management, could be your next move.
Are you ready to take on the Private Client Associate, Wealth Management role at Rockefeller Capital Management?
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