UHNW Wealth Strategy Lead Tax, Estate & Planning

Rockefeller Financial

Rockefeller Private Office in Winter Park, FL seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate and financial plans for the firm’s most sophisticated clients in a collaborative setting.

You will work with Rockefeller Private Advisors, CPAs, attorneys, and other experts to deliver integrated wealth management and mentor junior colleagues while helping expand client relationships.

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Vacancy posted 4 days ago

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