About this role
Wealth Management Analyst at Rockefeller Capital Management. Location: Los Angeles, California, United States. Role: collecting data, administering accounts, preparing documents Requirements: Bachelor's degree required, 2+ years relevant experience, SIE/Series 7/66 (or 63/65) preferred, CFP preferred, strong client service, Microsoft Excel/PowerPoint and financial planning software proficiency. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft PowerPoint, eMoney, MoneyGuidePro, Financial Profiles Certifications: sie, series 7, series 66, series 63, series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English