Senior Wealth Planner

Rockefeller Capital Management; Atlanta (GA); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player in financial advisory services is seeking a Senior Wealth Planner to join their dynamic team. This role focuses on providing tailored financial planning and estate advice to high-net-worth clients, ensuring effective wealth preservation across generations. As a key member of the collaborative Family Office Counseling team, you will partner with Private Advisors to deliver holistic solutions that meet clients' unique financial objectives. If you have a passion for financial planning and a strong background in client relationship management, this is an exciting opportunity to make a significant impact in a forward-thinking firm.

Qualifications

• 7+ years of experience in financial planning for high-net-worth clients.
• Strong knowledge of Family Office Financial Planning.

Responsibilities

• Partner with Private Advisors to design customized financial plans.
• Provide clients with quarterly reports on financial status.

Skills

Organizational Skills

Communication Skills

Family Office Financial Planning

Problem-Solving

Collaboration Skills

Leadership Skills

eMoney Experience

Education

Bachelor's Degree

Juris Doctorate (JD)

Certified Public Accountant (CPA)

CFP Certification

MBA

Tools

eMoney

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

Position

A Senior Wealth Planner is a dedicated tax and estate professional who focuses on clients with ongoing financial planning needs and provides planning advice in areas such as cash flow management, insurance advisory, employee benefits, and retirement planning. The individual will partner with Rockefeller Private Advisors to deliver holistic financial planning and comprehensive advisory solutions that optimize inter-generational wealth transfer through customized strategies. This role is a key member of the collaborative, team-centric client servicing approach within Family Office Counseling.

Responsibilities

1. Partner with Private Advisors under Rockefeller Global Family Office (RGFO) to understand clients’ financial objectives, design customized plans, and strategize and execute these plans. Conduct quarterly review meetings with clients.
2. Identify additional planning needs beyond clients’ financial objectives to offer bespoke strategies that ensure wealth preservation across generations.
3. Provide clients with quarterly reports on net worth, cash flow, risk management/insurance summaries, estate, and tax planning.
4. Review and recommend insurance strategies, employee benefits, retirement, and charitable planning.
5. Coordinate with other Family Office Solutions such as bill pay and CFO analytics.
6. Contribute to the growth of Family Office Counselor Services.

Qualifications

1. Bachelor's degree required.
2. Juris Doctorate (JD) or Certified Public Accountant (CPA) strongly preferred.
3. CFP certification; MBA considered.
4. At least 7 years of experience in financial planning, especially for high-net-worth clients.
5. Experience managing at least 20 ongoing client relationships.

Skills

1. Strong organizational skills with the ability to multitask and reprioritize under tight deadlines.
2. Excellent communication skills, both written and oral, on complex topics.
3. Extensive knowledge of Family Office Financial Planning.
4. Enthusiastic, positive approach to problem-solving and client service.
5. Strong collaboration and partnership skills.
6. Leadership ability to manage and delegate within a team.
7. Experience with eMoney preferred.

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc., and all other subsidiaries of Rockefeller Capital Management L.P. are equal opportunity employers. We do not discriminate based on race, religion, sex, gender, sexual orientation, gender identity, or any other protected characteristic under applicable law.

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