Senior Wealth Planner: Private Client & Estate Strategy
Rockefeller Capital Management
A leading financial advisory firm in Atlanta is seeking a Senior Wealth Planner to provide tailored financial advice to high-net-worth clients. Responsibilities include creating comprehensive financial plans and maintaining client relationships. Ideal candidates will possess a Bachelor's degree, strong communication skills, and over 10 years of relevant experience. This is a key role requiring collaboration with other advisors to ensure effective wealth management solutions. Competitive compensation and a supportive professional environment are offered. #J-18808-Ljbffr Rockefeller Capital Management
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner: Private Client & Estate Strategy in Atlanta, GA vacancy
- UBS is looking for a Senior Wealth Strategy Associate in Atlanta. This role involves assisting financial advisors in developing tailored wealth management strategies and client relationship-building. The ideal candidate will have 3+ years of client service experience in...SeniorFull time
- ...oversees $198 billion in client assets as of December 31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is... ...partnering with Rockefeller Private Advisors to provide holistic... ...and implement bespoke strategies tailored to ensure...SeniorWork at officeLocal area
- ...financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery meetings, conduct... ...assessments, and create tailored wealth strategies. Applicants should have a Bachelor's degree...SeniorFull timeRemote work
- ...years of experience in Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris... ...advising high-net-worth individuals on complex wealth transfer strategies, drafting estate planning documents, and collaborating with fiduciaries on...Senior
- United Community Bank is seeking a Wealth Strategist in Atlanta, GA. In this full... ...financial plans for high-net-worth clients and collaborate with Private Bankers and Investment Management... ...related field, and a Certified Financial Planner (CFP) designation. This position is...SeniorFull time
- ...Group is seeking a Lead Advisor in Atlanta, GA, to serve high-net-worth clients and collaborate with firm leadership. The ideal candidate will have over 10 years of experience in the RIA or wealth management space, excelling in client relationship management and portfolio...Senior
- ...group in Atlanta, Georgia. The role involves working on infrastructure capital planning, policy analysis, and funding strategies for public and private clients. Candidates should have a Bachelor's degree in a relevant field and 5 years of experience in related work. Strong...Private client
- A leading global bank seeks a Private Banker in Atlanta to develop and deepen client relationships while providing tailored wealth management strategies. The ideal candidate will have over 15 years of experience in private banking, specifically with the ultra-high-net-...
- A global consulting firm is seeking a Senior Strategist to join its Global Strategic Deals... ...challenging the status quo, and driving strategies for high-value engagements. Ideal... ...storytelling ability. With significant client exposure, this role promises to deliver...Senior
- Iron Mountain is seeking a high-impact Senior Strategy Advisor to enhance its Strategic Deals team in Atlanta. This role involves leading... ...engagements, shaping bespoke solutions tailored to enterprise clients. Candidates should possess strong client-facing experience in...Senior
- ...Truist's competitive position, long-term strategy, and shorter-term tactics to improve performance... ...analysis and develop recommendations for senior leadership. # Conduct internal... ...problems. # Impact the achievement of client, operational, project, service, and risk...SeniorTemporary workWork at officeRemote workRelocationRelocation package
SunTrust Investment Services, Inc.
Atlanta, GA2 days ago - Dr. Ing. h.c. F. Porsche AG is seeking a consultant to drive client engagements with Fortune 500 companies in the Industrial Goods sector. This role involves analyzing operations, developing strategies, and facilitating stakeholder workshops to improve performance. The...Senior
$105.6k - $199.48k
...scientific capabilities, collaborating closely with clients to deliver cutting-edge solutions. Join us to... ...technology created with purpose. Your Role As a senior consultant you’ll lead organizational change strategy work stream transformations, which can include a...SeniorFull timeLocal areaCapgemini Holding Inc
Atlanta, GA5 days ago- Job Title: Senior Strategy Advisor—Strategic Deals Iron Mountain is seeking a motivated, high‑impact Senior Strategy Advisor to join our Strategic Deals team. In this client‑facing role, you will serve as a trusted digital transformation partner, directly advising enterprise...SeniorContract workFlexible hours
$190k - $200k
...Senior Manager - Consumer Sector - Retail Strategy In the United States - New York | Chicago | Boston | Atlanta... ...unlocking better growth for our clients, increasing their long-term sales... ...Experience with either value creation for private equity clients, franchisee...SeniorPrivate clientWork at officeWork from homeFlexible hoursSimon-Kucher
Atlanta, GA4 days ago- Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals....SeniorFull time
- ...strong reputation in trusts & estates, private wealth management, estate planning, business... ...planning, or related private client work. Current partners, shareholders, or senior attorneys looking for a long-... ..., and asset protection strategies Represent high-net-worth individuals...Private clientPrivate practiceWork at officeFlexible hours
- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to enhance client relationships, acquire new clients, and manage comprehensive client needs. The role emphasizes strong interpersonal skills, an ability to drive new business, and the expertise in...SeniorPrivate client
- ...Wealth Strategist We're looking for a seasoned and client-focused Wealth Strategist to join... ...collaborate closely with Private Bankers and... ..., retirement, estate, tax, risk management... ...succession strategies. Partner with... ...Certified Financial Planner (CFP) designation...Full timeLocal areaRemote work
United Community Bank
Atlanta, GA16 days ago - ...oversees $212 billion in client assets as of April 3... ...About Rockefeller Private Office... ...professionals - including wealth planners, tax advisors, estate attorneys, and other... ...estate planning, tax strategy, and family governance... ...Position The Senior Tax Planner is an experienced...SeniorWork at officeLocal area
Rockefeller Financial
Atlanta, GA4 days ago $120k - $215k
...Relentless Excellence. Both our client service and culture are... ...ll Make Stout is looking for Senior Managers to support our Business... ...the leadership team\'s account strategies. You will also be a key... ...list of corporate clients and private equity firms, including a mix...SeniorPrivate clientWork at officeLocal areaFlexible hours- Brighton Jones in Atlanta, GA is seeking a Financial Planner to communicate directly with clients, strategize asset allocation, and conduct detailed financial... ...Applicants should have over 4 years of experience in wealth management and possess a relevant undergraduate degree...SeniorFull timeWork at office
$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams... ...holistically on wealth and estate planning, investments,... ...and formulating customized strategies to address their needs. Holistic...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per weekU.S. Bancorp
Atlanta, GA15 days ago- ...leading financial services firm is seeking a technically skilled Senior Financial Planning Strategist to join its High Net Worth... ...role requires expertise in financial planning concepts, including Estate, Business, and Tax Planning. You will provide innovative financial...SeniorWork at office
- Advisor Group seeks a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. Candidates will need deep knowledge of financial planning concepts, especially in Estate Planning, Business Planning, and Tax Planning. This full-time role requires...SeniorFull timeWork at office
- Northern Trust Corp in Atlanta is seeking a Senior Banking Advisor responsible for developing and managing client relationships for high-net-worth... ...members, and acting as a trusted advisor on wealth management strategies. The ideal candidate has over 5 years of relevant...Senior
$110k - $190k
PowerToFly is looking for an Estate Planning Strategist, Vice President based in Atlanta. The role involves collaborating with senior strategists and financial advisors to provide expert... ...and tax planning to high-net-worth clients. The ideal candidate has a J.D. and at...- ...Accountant to manage accounting and tax compliance for high-net-worth clients. Responsibilities include preparing and filing tax returns, maintaining financial records, and supporting wealth transfer strategies. Ideal candidates will have a Bachelor's degree in Accounting or...SeniorWork at office
- Carter’s Inc. in Atlanta is seeking a Senior Planner to develop strategic plans that drive growth for Target. This role is vital for managing relationships with accounts and involves analyzing data for risks and opportunities. Candidates should have 6+ years of planning...Senior
$100k - $120k
...is a firm built by clients, for clients. As... ...family office and private investment firm, we... ...reimagining the way wealth is experienced.... ...Director, Wealth Strategy (ADWS) is a junior... ...and will support senior wealth strategists... ...area expert in basic estate planning, wealth transfer...Full timeTemporary workWork at officeLocal areaFlexible hoursCresset Capital
Atlanta, GA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner: Private Client & Estate Strategy. Be the first to apply!
Related searches
- case planner Atlanta, GA
- airport planner Atlanta, GA
- entry level transportation planner Atlanta, GA
- corporate meeting planner Atlanta, GA
- capacity planner Atlanta, GA
- retail planner Atlanta, GA
- planner Atlanta, GA
- business continuity planner Atlanta, GA
- transportation planner Atlanta, GA
- production planning specialist Atlanta, GA