UHNW Wealth Strategy Lead — Tax, Estate & Planning
Rockefeller Capital Management
Rockefeller Capital Management seeks a Senior Wealth Strategist for the Rockefeller Private Office. You will develop, consult on and implement tax, estate and financial plans for the firm's most sophisticated clients, coordinating with private advisors to deepen relationships and deliver tailored planning solutions. In this client-facing role you will research and analyze planning scenarios, prepare financial models, and collaborate with CPAs and attorneys to drive value. #J-18808-Ljbffr Rockefeller Capital Management
Vacancy posted 2 days ago
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