Senior Wealth Planner

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

Job summary

An established industry player is seeking a Senior Wealth Planner to join their dynamic team. This role is pivotal in providing comprehensive financial planning and advisory solutions to high-net-worth clients. The ideal candidate will leverage their expertise in cash flow management, insurance advisory, and retirement planning to optimize wealth transfer strategies. With a focus on collaboration, the Senior Wealth Planner will work closely with Private Advisors to ensure clients receive tailored, holistic advice. If you are passionate about delivering exceptional client service and thrive in a team-centric environment, this opportunity is perfect for you.

Qualifications

• 7+ years of experience in financial planning for high-net-worth clients.
• Ability to manage at least 20 ongoing client relationships.

Responsibilities

• Partner with Private Advisors to design tailored financial plans.
• Deliver quarterly reports covering net worth and cash flow.

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. The role involves providing 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 aimed at optimizing inter-generational wealth transfer through customized strategies. This role is a key member of the collaborative, team-centric client service approach within Family Office Counseling.

Responsibilities

1. Partner with Private Advisors under Rockefeller Global Family Office (RGFO) to understand clients’ financial objectives, design tailored plans, and strategize and execute these plans. Client reviews are scheduled quarterly.
2. Identify additional planning needs beyond clients’ financial objectives to offer bespoke strategies that ensure wealth preservation across generations.
3. Deliver quarterly reports to clients covering net worth, cash flow, risk management/insurance summaries, estate, and tax planning.
4. Review and offer strategies related to insurance, employee benefits, retirement, and charitable giving.
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 an asset.
4. Minimum of 7+ years 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 prioritize under tight deadlines.
2. Excellent communication skills, both written and oral, especially on complex topics.
3. Extensive knowledge of Family Office Financial Planning.
4. Positive, enthusiastic 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 expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, disability, or any other protected characteristic under law.

Rockefeller Capital Management participates in the E-Verify program where required by law.