Private Office UHNW Wealth Strategist
Listed on 2026-10-17
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Finance & Banking
Wealth Management
Rockefeller Private Office seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate, and financial plans for Rockefeller's most sophisticated clients. You will work with Rockefeller Private Advisors to deepen client relationships and create value through tailored planning solutions.
In this client-facing role, you will collaborate with CPAs, JDs, and CFP professionals to deliver integrated advisory services across wealth transfer, estate planning, and tax strategy,
The Private Office UHNW Wealth Strategist position in the Legal, Management & Operations field is open for applications.
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This posting is for the Private Office UHNW Wealth Strategist role at Rockefeller Capital Management, based in Fort Lauderdale, FL, United States.
We are looking to fill the Private Office UHNW Wealth Strategist position at Rockefeller Capital Management in Fort Lauderdale, FL, United States.
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