Wealth Advisor
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Rockefeller Capital Management is seeking a Senior Wealth Strategist for the Rockefeller Private Office. The role develops and implements tax, estate and financial plans for the firm’s most sophisticated clients and collaborates with private advisors to deepen relationships and drive value.
You will conduct research, develop analyses and recommendations, and coordinate with CPAs, attorneys and other advisors to ensure actionable planning solutions across generations.
#J-18808-LjbffrVacancy posted 17 hours ago
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