Senior Wealth Architect for UHNW Tax & Estate Planning

Rockefeller Capital Management; Boca Raton (FL); Vor Ort; USD 180.000 - 320.000; Vollzeit

Zusammenfassung

Rockefeller Private Office seeks a Senior Wealth Strategist to develop and implement tax, estate and financial plans for the firm’s most sophisticated clients. You will collaborate with Rockefeller Private Advisors to deepen client relationships and drive value through advanced planning and strategic insights.

You will conduct research, craft analyses, and work with external advisors to facilitate implementation, leveraging Rockefeller’s resources to preserve and grow client wealth across

Qualifikationen

• Bachelor's degree required.
• 10+ years of UHNW wealth planning experience across tax, trust and estate planning.
• Experience with tax planning, wealth transfer, and financial planning concepts.
• Up-to-date knowledge of tax laws affecting UHNW individuals.

Aufgaben

• Lead and participate in client and prospective client meetings, serving as a trusted advisor on complex wealth planning matters.
• Develop customized planning recommendations and present financial models and analyses.
• Coordinate planning strategies with Private Advisors, portfolio managers, trust officers and external professionals.
• Serve as a subject matter expert on tax, estate, trust, charitable, and executive compensation matters.
• Support business development through highly customized planning insights and thought leadership.

Kenntnisse

Exceptional presentation

Strong collaboration

Excellent communication

Wealth planning software

Ausbildung

Bachelor's degree

JD/CPA/CFP

Tools

eMoney

WealthTools

Jobbeschreibung

Rockefeller Private Office seeks a Senior Wealth Strategist to develop and implement tax, estate and financial plans for the firm’s most sophisticated clients. You will collaborate with Rockefeller Private Advisors to deepen client relationships and drive value through advanced planning and strategic insights.

You will conduct research, craft analyses, and work with external advisors to facilitate implementation, leveraging Rockefeller’s resources to preserve and grow client wealth across