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Elite Wealth Strategist - Tax & Estate Planning

Rockefeller Capital Management

Rockefeller Capital Management's Private Office seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate and financial plans for its most sophisticated clients. You will collaborate with Private Advisors, CPAs and attorneys to deepen relationships and translate complex planning into actionable recommendations. This is a client-facing, senior role leveraging Rockefeller's resources to preserve and grow wealth across generations. #J-18808-Ljbffr Rockefeller Capital Management

Vacancy posted 3 days ago
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