Senior UHNW Wealth Planner, Private Office
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Rockefeller Capital Management is seeking a Senior Wealth Planner within the Rockefeller Private Office to advise ultra-high-net-worth clients on comprehensive wealth strategies. You will lead bespoke plans covering income tax optimization, cash flow, estate planning, wealth transfer, and risk management.
You’ll collaborate with CPAs, JDs, CFPs, and investment professionals to deliver integrated advice and coordinate with a multidisciplinary team to serve a select client base.
The following opening is for a Senior UHNW Wealth Planner, Private Office with Rockefeller Capital Management.
This posting is for the Senior UHNW Wealth Planner, Private Office role at Rockefeller Capital Management, based in New York, NY, United States.
We are looking to fill the Senior UHNW Wealth Planner, Private Office position at Rockefeller Capital Management in New York, NY, United States.
The Senior UHNW Wealth Planner, Private Office role at Rockefeller Capital Management is now open for applications in New York, NY, United States.
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