Senior Wealth Planner for UHNW Families

Rockefeller Capital Management; Houston (TX); On-site; USD 180,000 - 360,000; Full time

Job summary

Rockefeller Capital Management's Private Office seeks a Senior Wealth Strategist to develop and implement tax, estate and financial plans for UHNW clients. You will collaborate with private advisors, CPAs, and attorneys to deliver integrated strategies and value for complex families.

You will conduct research, build financial models, and present planning recommendations, leveraging a multidisciplinary team to preserve and grow wealth across generations.

Qualifications

• Exceptional presentation and interpersonal skills.
• Strong project management, organization and multitasking abilities.
• Excellent written and verbal communication skills for complex matters.
• Up-to-date understanding of tax, estate, trust planning for UHNW clients.

Responsibilities

• Lead and participate in client and prospective client meetings, advising on wealth transfer, estate and tax planning.
• Analyze client circumstances and develop customized planning recommendations; present financial models and analyses.
• Coordinate with Private Advisors, CPAs, attorneys and other stakeholders to implement planning strategies.
• Serve as a technical resource on tax, estate, trust and business owner planning matters.

Skills

Presentation skills

Interpersonal skills

Project management

Communication skills

Wealth planning software

Collaborative mindset

Education

JD/CPA/CFP designation

Tools

eMoney (wealth planning software)

Job description

Rockefeller Capital Management's Private Office seeks a Senior Wealth Strategist to develop and implement tax, estate and financial plans for UHNW clients. You will collaborate with private advisors, CPAs, and attorneys to deliver integrated strategies and value for complex families.

You will conduct research, build financial models, and present planning recommendations, leveraging a multidisciplinary team to preserve and grow wealth across generations.