Senior Wealth Strategist: UHNW Tax & Estate Leader
Rockefeller Financial
Rockefeller Capital Management, through the Rockefeller Private Office, seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate, and financial plans for ultra-high-net-worth clients. You will collaborate with Private Advisors and external partners to deliver sophisticated planning solutions. You will conduct research, build analyses, and guide plan implementation, leveraging the firm’s resources to preserve and grow client wealth across generations.
#J-18808-LjbffrVacancy posted 3 days ago
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