UHNW Wealth Strategy Architect

Rockefeller Capital Management

Fort Lauderdale (FL)

On-site

USD 200,000 - 320,000

Full time

14 days+

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Job summary

Rockefeller Capital Management seeks a Senior Wealth Strategist within the Rockefeller Private Office to develop and implement tax, estate, and financial plans for the firm’s most sophisticated clients. You will collaborate with Private Advisors and external advisors to deepen client relationships and drive value through advanced planning solutions.

You will conduct research, develop analyses, and deliver planning recommendations, while mentoring junior staff and contributing to firm thought

Qualifications

JD/CPA/CFP required and UHNW experience.
10+ years with UHNW clients in tax, trust, and estate planning.
Expert in tax planning, wealth transfer, and estate strategies.
Up-to-date knowledge of tax laws affecting UHNW individuals.

Responsibilities

Lead and participate in client meetings as trusted advisor on complex wealth planning matters.
Analyze client circumstances and develop customized planning recommendations.
Prepare, review, and present financial models and analyses illustrating tax and estate implications.
Coordinate with Private Advisors, trust officers, attorneys, and other advisors to execute planning strategies.
Serve as subject matter expert on tax, estate, trust, charitable, and executive compensation planning.