- Salary
- $75k - $90k
- Location
- San Francisco, California, United States
- Job type
- Full-time
Required skills
- Microsoft Excel
- Microsoft PowerPoint
- Concur
- eMoney
About the role
0-2 years client service experience in financial industry preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; strong Microsoft Office skills including Excel & PowerPoint; eMoney experience a plus.
About Rockefeller Capital Management
Privately owned financial adviser serving wealthy families, institutions, and corporations through wealth management, investments, and investment banking.
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