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UHNW Wealth Planning Analyst

Job in Springs, Suffolk County, New York, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 75000 - 85000 USD Yearly USD 75000.00 85000.00 YEAR
Job Description & How to Apply Below
Location: Springs

A leading financial advisory firm in United States seeks a candidate for a financial planning role focused on delivering high-level service to ultra-high-net-worth clients. Responsibilities include organizing financial information, collaborating on wealth plans, and offering analysis. Candidates should possess a Bachelor's in finance and 1-3 years of wealth planning experience. Compensation range is $75,000 to $85,000 with benefits including health coverage and retirement plan.
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