Lead UHNW Wealth Planner
Rockefeller Capital Management
A prestigious financial advisory firm located in Austin, TX, is seeking a Senior Wealth Planner to advise ultra-high-net-worth clients on comprehensive financial strategies. In this role, you will develop tailored wealth plans, manage client relationships, and collaborate with specialists to ensure integrated client solutions. Ideal candidates will have over 10 years of experience in financial planning and possess strong communication and project management skills. This position offers an opportunity to work with sophisticated clients and contribute to innovative planning processes. #J-18808-Ljbffr Rockefeller Capital Management
Vacancy posted 1 day ago
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