Rockefeller Capital Management
Senior Wealth Planner
Rockefeller Capital Management, Bridgeport, Alabama, United States, 35740
Join to apply for the
Senior Wealth Planner
role at
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 focused 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 advisory solutions that optimize inter-generational wealth transfer through customized strategies. This role is a key member of the collaborative, team-centric approach to client servicing within Family Office Counseling. Responsibilities
Partner with Private Advisors under Rockefeller Global Family Office (RGFO) to understand clients’ financial objectives, design custom plans, and strategize and execute these plans. Client review meetings are scheduled quarterly. Identify additional planning needs beyond clients’ financial objectives to offer tailored strategies ensuring continued wealth across generations. Provide clients with quarterly reports on net worth, cash flow, risk management/insurance summaries, estate, and tax planning. Review insurance strategies, employee benefits, retirement planning, and charitable planning. Coordinate with other Family Office Solutions such as bill pay and CFO analytics. Contribute to the growth of Family Office Counselor Services. Qualifications
Bachelor's degree Juris Doctorate (JD) or Certified Public Accountant (CPA) preferred CFP certification; MBA considered 7+ years of experience in financial planning for high-net-worth clients Experience maintaining at least 20 ongoing client relationships Skills
Strong organizational skills with the ability to multitask and prioritize under tight deadlines Excellent communication skills, both written and oral, on complex topics Extensive knowledge of Family Office Financial Planning Enthusiastic, positive problem-solver with a client-focused approach Strong collaboration and team management skills Experience with eMoney preferred Additional Information
Rockefeller & Co. LLC and its subsidiaries are equal opportunity employers and participate in the E-Verify program where required by law.
#J-18808-Ljbffr
Senior Wealth Planner
role at
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 focused 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 advisory solutions that optimize inter-generational wealth transfer through customized strategies. This role is a key member of the collaborative, team-centric approach to client servicing within Family Office Counseling. Responsibilities
Partner with Private Advisors under Rockefeller Global Family Office (RGFO) to understand clients’ financial objectives, design custom plans, and strategize and execute these plans. Client review meetings are scheduled quarterly. Identify additional planning needs beyond clients’ financial objectives to offer tailored strategies ensuring continued wealth across generations. Provide clients with quarterly reports on net worth, cash flow, risk management/insurance summaries, estate, and tax planning. Review insurance strategies, employee benefits, retirement planning, and charitable planning. Coordinate with other Family Office Solutions such as bill pay and CFO analytics. Contribute to the growth of Family Office Counselor Services. Qualifications
Bachelor's degree Juris Doctorate (JD) or Certified Public Accountant (CPA) preferred CFP certification; MBA considered 7+ years of experience in financial planning for high-net-worth clients Experience maintaining at least 20 ongoing client relationships Skills
Strong organizational skills with the ability to multitask and prioritize under tight deadlines Excellent communication skills, both written and oral, on complex topics Extensive knowledge of Family Office Financial Planning Enthusiastic, positive problem-solver with a client-focused approach Strong collaboration and team management skills Experience with eMoney preferred Additional Information
Rockefeller & Co. LLC and its subsidiaries are equal opportunity employers and participate in the E-Verify program where required by law.
#J-18808-Ljbffr