Rockefeller Capital Management
Family Office Counselor
Rockefeller Capital Management, Bridgeport, Alabama, United States, 35740
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Family Office Counselor
role at
Rockefeller Capital Management
2 weeks ago Be among the first 25 applicants
Join to apply for the
Family Office Counselor
role at
Rockefeller Capital Management
About 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 Family Office Counselor is a dedicated tax and estate professional who focuses 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, optimizing inter-generational wealth transfer through customized strategies. This role is a key member of the collaborative, team-centric client servicing approach 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 meetings to review plans occur quarterly.
Identify additional planning needs beyond clients’ financial objectives to offer tailored services ensuring wealth preservation for future generations.
Provide quarterly reports to clients on net worth, cash flow, risk management/insurance, estate, and tax planning.
Review and advise on insurance strategies, employee benefits, retirement, and charitable planning.
Coordinate with other Family Office solutions like 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 financial planning experience with high-net-worth clients
Experience managing at least 20 ongoing client relationships
Skills
Strong organizational skills and ability to multitask under tight deadlines
Excellent communication skills for complex topics, both written and oral
Extensive knowledge of Family Office Financial Planning
Positive, problem-solving attitude
Strong collaboration and leadership skills
Experience managing teams and delegating tasks
Experience with eMoney preferred
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc., and all subsidiaries of Rockefeller Capital Management L.P. are equal opportunity employers. They do not discriminate based on race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other protected characteristic. Rockefeller participates in the E-Verify program where required by law.
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Family Office Counselor
role at
Rockefeller Capital Management
2 weeks ago Be among the first 25 applicants
Join to apply for the
Family Office Counselor
role at
Rockefeller Capital Management
About 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 Family Office Counselor is a dedicated tax and estate professional who focuses 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, optimizing inter-generational wealth transfer through customized strategies. This role is a key member of the collaborative, team-centric client servicing approach 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 meetings to review plans occur quarterly.
Identify additional planning needs beyond clients’ financial objectives to offer tailored services ensuring wealth preservation for future generations.
Provide quarterly reports to clients on net worth, cash flow, risk management/insurance, estate, and tax planning.
Review and advise on insurance strategies, employee benefits, retirement, and charitable planning.
Coordinate with other Family Office solutions like 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 financial planning experience with high-net-worth clients
Experience managing at least 20 ongoing client relationships
Skills
Strong organizational skills and ability to multitask under tight deadlines
Excellent communication skills for complex topics, both written and oral
Extensive knowledge of Family Office Financial Planning
Positive, problem-solving attitude
Strong collaboration and leadership skills
Experience managing teams and delegating tasks
Experience with eMoney preferred
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc., and all subsidiaries of Rockefeller Capital Management L.P. are equal opportunity employers. They do not discriminate based on race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other protected characteristic. Rockefeller participates in the E-Verify program where required by law.
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