Elite UHNW Wealth Strategist: 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 our most sophisticated clients, coordinating with private advisors and external professionals to deepen relationships and expand firm prospects. You will conduct research, build analyses, and provide planning recommendations, collaborating with CPAs, attorneys and CFPs to deliver integrated solutions across #J-18808-Ljbffr Rockefeller Capital Management
Vacancy posted 2 days ago
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