Senior Wealth Architect UHNW Tax & Estate Planning
Listed on 2026-11-04
-
Finance & Banking
Wealth Management
Rockefeller Private Office seeks a Senior Wealth Strategist to develop and implement tax, estate and financial plans for the firm’s most sophisticated clients. You will collaborate with Rockefeller Private Advisors to deepen client relationships and drive value through advanced planning and strategic insights.
You will conduct research, craft analyses, and work with external advisors to facilitate implementation, leveraging Rockefeller’s resources to preserve and grow client wealth across
This role, Senior Wealth Architect for UHNW Tax & Estate Planning at Rockefeller Capital Management, could be your next opportunity.
We appreciate your interest in this position.
Join Rockefeller Capital Management and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth Architect for UHNW Tax & Estate Planning role at Rockefeller Capital Management, based in Boca Raton, FL, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).