UHNW Wealth Strategy Lead — Tax, Estate & Planning
Listed on 2026-10-18
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Finance & Banking
Wealth Management
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.
The UHNW Wealth Strategy Lead — Tax, Estate & Planning position in the Finance, Management & Operations field is open for applications.
We would love to welcome a new UHNW Wealth Strategy Lead — Tax, Estate & Planning to our team in Winter Park, FL, United States.
For the UHNW Wealth Strategy Lead — Tax, Estate & Planning position at Rockefeller Capital Management, we are reviewing applications now.
Step into the UHNW Wealth Strategy Lead — Tax, Estate & Planning role at Rockefeller Capital Management in Winter Park, FL, United States and grow with us.
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