Senior Wealth Planner

Rockefeller Capital Management; Pennsylvania; On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Planner to deliver tailored financial planning and advisory services to high-net-worth clients. This pivotal role involves collaborating with Private Advisors to create customized strategies that optimize wealth transfer across generations. The ideal candidate will possess extensive experience in financial planning, particularly for ultra-high-net-worth individuals, and will thrive in a team-oriented environment. Join a dynamic firm that values collaboration and innovation, and make a significant impact on clients' financial futures.

Qualifications

• 7+ years of experience in financial planning for high-net-worth clients.
• Experience maintaining at least 20 client relationships.

Responsibilities

• Partner with Private Advisors to design and execute financial plans.
• Provide quarterly deliverables on net-worth and cash flow.

Skills

Organization Skills

Communication Skills

Family Office Financial Planning

Problem-Solving

Team Management

eMoney Software

Education

Bachelor's Degree

Juris Doctorate (JD)

Certified Public Accountant (CPA)

Certified Financial Planner (CFP)

Master of Business Administration (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 is focused on clients with ongoing financial planning needs, as well as provides planning advice in areas such as cash flow management, insurance advisory, employee benefits and retirement planning. The individual will be responsible for partnering with Rockefeller Private Advisors to provide holistic financial planning and comprehensive advisory solutions that will optimize inter-generational transfer of wealth by customizing unique solutions. This role is a key member of the collaborative, team-centric approach of client servicing across Family Office Counseling.

Responsibilities

• Partner with Private Advisors under Rockefeller Global Family Office (RGFO) to determine and understand clients’ financial objectives, design custom plans, and strategize and execute the financial plans. Cadence of client meetings to review the plans are on a quarterly basis.
• Identify planning needs beyond a clients’ financial objectives to identify additional service offering for clients and implement bespoke strategies tailored to ensure continued wealth for generations to come.
• Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management/insurance summaries, estate planning and tax planning.
• Offer and review insurance strategies, employee benefits and retirement planning, and charitable planning.
• Coordination and oversight with other Family Office Solutions such as bill pay and CFO analytics.
• Be an integral part the Family Office Counselor Services’ growth

Qualifications

• Bachelor's degree
• Juris Doctorate (JD) or Certified Public Accountant (CPA) strongly preferred
• CFP (Certified Financial Planner) certification, Master of Business Administration (MBA) considered
• 7+ years of experience in financial planning, particularly, for high-net-worth and ultra-high-net worth clients
• Experience maintaining at least 20 client relationships on an ongoing basis

Skills

• Strong organization skills and the ability to multitask and reprioritize within tight deadlines
• Excellent communication skills on complex matters, both written and oral
• Extensive knowledge of Family Office Financial Planning
• Enthusiastic and positive approach to problem-solving and client service
• Strong collaboration and partnership skills
• Ability to manage a team and delegate tasks
• Experience using 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. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.