Senior UHNW Wealth Strategist

Rockefeller Capital Management; Los Angeles (CA); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Health coverage

Vacation time

Paid leave

Retirement plan

Job summary

Rockefeller Capital Management is seeking a Senior Wealth Strategist for its Private Office to develop, consult on, and implement tax, estate and financial plans for our ultra-high-net-worth clients. You will collaborate with Rockefeller Private Advisors to deepen relationships and deliver comprehensive planning across generations.

In this client-facing role you will conduct research, develop analyses, and coordinate with CPAs, attorneys, and other external advisors to craft bespoke strategies

Qualifications

• Bachelor degree required and professional designations (JD/CPA/CFP) or equivalent.
• 10+ years UHNW wealth planning experience with tax, trust and estate focus.
• Experience with tax planning, wealth transfer strategies and financial planning.

Responsibilities

• Lead and participate in client meetings as trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession and other complex matters.
• Analyze client circumstances and develop customized planning recommendations with financial models and projections.
• Coordinate with Private Advisors, portfolio managers, trust officers, attorneys, and other advisors to implement planning strategies.
• Serve as subject matter expert on tax, estate, trust, charitable, and executive compensation planning.
• Support business development by delivering tailored planning insights to deepen client relationships.

Skills

Exceptional presentation and Interpers

Project management

Written and verbal communication

Wealth planning software (eMoney)

Adaptability to new tools

Client service mindset

Collaboration and partnership

Education

Bachelor’s degree

JD/CPA/CFP or equivalent designation

Tools

eMoney or similar platforms

Job description

Rockefeller Capital Management is seeking a Senior Wealth Strategist for its Private Office to develop, consult on, and implement tax, estate and financial plans for our ultra-high-net-worth clients. You will collaborate with Rockefeller Private Advisors to deepen relationships and deliver comprehensive planning across generations.

In this client-facing role you will conduct research, develop analyses, and coordinate with CPAs, attorneys, and other external advisors to craft bespoke strategies