Senior Wealth Planner - UHNW Tax & Estate Strategy

Rockefeller Capital Management; Boston (MA); On-site; USD 200,000 - 250,000; Full time

Job summary

Rockefeller Capital Management seeks an experienced Senior Wealth Planner to lead comprehensive tax and wealth planning for ultra-high-net-worth clients. You will craft bespoke wealth plans, coordinate with CPAs, JDs, CFPs, and other specialists, and act as the primary advisor for a select portfolio.

You will collaborate with Rockefeller Private Office colleagues to optimize cash flow, estate planning, charitable giving, and intergenerational wealth transfer, delivering integrated advice across

Qualifications

• Bachelor's degree required; JD and CPA strongly preferred.

Responsibilities

• Lead UHNW wealth planning for a select client group; build bespoke plans.

Skills

Project management

Communication skills

Wealth planning software

Collaboration

Team leadership

Education

Bachelor's degree

Juris Doctor (JD)

Certified Public Accountant (CPA)

Tools

eMoney

Job description

Rockefeller Capital Management seeks an experienced Senior Wealth Planner to lead comprehensive tax and wealth planning for ultra-high-net-worth clients. You will craft bespoke wealth plans, coordinate with CPAs, JDs, CFPs, and other specialists, and act as the primary advisor for a select portfolio.

You will collaborate with Rockefeller Private Office colleagues to optimize cash flow, estate planning, charitable giving, and intergenerational wealth transfer, delivering integrated advice across