Private Office UHNW Wealth Strategist

Rockefeller Capital Management; Fort Lauderdale (FL); Hybride; USD 180 000 - 280 000; Plein temps

Résumé du poste

Rockefeller Private Office seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate, and financial plans for Rockefeller's most sophisticated clients. You will work with Rockefeller Private Advisors to deepen client relationships and create value through tailored planning solutions.

In this client-facing role, you will collaborate with CPAs, JDs, and CFP professionals to deliver integrated advisory services across wealth transfer, estate planning, and tax strategy,

Qualifications

• Bachelor's degree required; JD/CPA/CFP or similar designation required.
• 10+ years of UHNW wealth planning experience across tax, trust and estate planning, accounting or related fields.
• Experience with tax planning, wealth transfer strategies, and financial planning.
• Up-to-date understanding of tax laws impacting UHNW individuals.

Responsabilités

• Lead client and prospect engagements on sophisticated wealth transfer, estate planning, income tax, charitable planning, and business succession.
• Analyze client circumstances and develop customized planning recommendations; present financial models.
• Coordinate with Private Advisors, portfolio managers, attorneys, and CPAs to implement strategies.
• Serve as a subject matter expert on tax, estate, trust, and executive compensation planning.
• Support business development and contribute to thought leadership initiatives.
• Mentor junior team members and contribute to practice development.
• Collaborate with leadership to advance planning tools and processes.

Connaissances

Presentation skills

Interpersonal skills

Project management

Communication

Wealth planning software

Formation

Bachelor's degree

JD

CPA

CFP

Outils

eMoney

Description du poste

Rockefeller Private Office seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate, and financial plans for Rockefeller's most sophisticated clients. You will work with Rockefeller Private Advisors to deepen client relationships and create value through tailored planning solutions.

In this client-facing role, you will collaborate with CPAs, JDs, and CFP professionals to deliver integrated advisory services across wealth transfer, estate planning, and tax strategy,