UHNW Wealth Planner – Private Office Lead

Rockefeller Capital Management; Bridgeport (Montgomery County); Sur place; USD 180 000 - 280 000; Plein temps

Résumé du poste

Rockefeller Private Office is seeking a Senior Wealth Planner to advise ultra-high-net-worth clients on comprehensive wealth management, tax optimization, and intergenerational planning. You will serve as the lead wealth planner for a select group of clients, collaborating with CPAs, JDs, and CFP professionals to deliver integrated strategies.

The role emphasizes tailored financial guidance, meticulous planning, and high-touch client service.

Qualifications

• Bachelor’s degree required; JD/CPA strongly preferred.
• Experience with UHNW clients and complex financial planning.
• Proven ability to manage multiple client relationships and annual planning cycles.
• Proficiency with wealth planning software and data analysis tools.

Responsabilités

• Lead wealth planning for a select group of UHNW clients (>$25MM net worth).
• Develop and deliver bespoke wealth plans, cash flow, tax projections, and estate strategies.
• Collaborate with CPAs, JDs, CFPs and other specialists to provide integrated advice.
• Present comprehensive plans and recommendations in client meetings.
• Coordinate with internal partners to implement financial strategies.
• Ensure planning processes and services continuously improve and scale.
• Support business development and thought leadership within the Private Office.

Connaissances

Project management

Communication

Team leadership

Collaboration

Wealth planning software

Multitask management

Formation

Bachelor’s degree

Juris Doctor (JD)

Certified Public Accountant (CPA)

Outils

eMoney

Description du poste

Rockefeller Private Office is seeking a Senior Wealth Planner to advise ultra-high-net-worth clients on comprehensive wealth management, tax optimization, and intergenerational planning. You will serve as the lead wealth planner for a select group of clients, collaborating with CPAs, JDs, and CFP professionals to deliver integrated strategies.

The role emphasizes tailored financial guidance, meticulous planning, and high-touch client service.