Wealth Planning Advisor
Company: Rockefeller Capital Management
Location: Winter Park
Posted on: September 17, 2023
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Job Description:
About Rockefeller Capital Management:Rockefeller Capital
Management is a leading independent financial advisory firm
providing wealth management, asset management, and strategic
advisory services to ultra- and high-net-worth individuals,
families, businesses, and institutions. Led by President & CEO
Gregory J. Fleming, the firm offers an elevated experience based on
traditional Rockefeller global family office values of excellence
and service. Formed in 2018 following the acquisition of
Rockefeller & Co., Inc., the firm is rapidly extending its historic
brand into contemporary markets. Based in New York City, it has
over forty offices in the United States and London and oversees
some $112 billion in client assets.Position:A Wealth Planning
Advisor is a dedicated tax and estate professional who is focused
on clients with ongoing financial planning needs, as well as
provides planning advice in areas such as cash flow management,
insurance advisory, employee benefits and retirement planning. The
individual will be responsible for partnering with Rockefeller
Private Advisors to provide holistic financial planning and
comprehensive advisory solutions that will optimize
inter-generational transfer of wealth by customizing unique
solutions. This role is a key member of the collaborative,
team-centric approach of client servicing across Family Office
Counseling.Responsibilities: Partner with Private Advisors under
Rockefeller Global Family Office (RGFO) to determine and understand
clients financial objectives, design custom plans, and strategize
and execute the financial plans. Cadence of client meetings to
review the plans are on a quarterly basis. Identify planning needs
beyond a clients financial objectives to identify additional
service offering for clients and implement bespoke strategies
tailored to ensure continued wealth for generations to come.
Provide a quarterly deliverable to clients comprised of their
net-worth, cash flow, risk management/insurance summaries, estate
planning and tax planning. Offer and review insurance strategies,
employee benefits and retirement planning, and charitable planning.
Coordination and oversight with other Family Office Solutions such
as bill pay and CFO analytics. Be an integral part the Family
Office Counseling Services growthQualifications: Bachelor's degree
CFP (Certified Financial Planner) certification, Master of Business
Administration (MBA) considered Series 7 and 66 license required,
or willing to take and pass required licensing exams within 12
months of hire 7+ years of experience in financial planning,
particularly, for high-net-worth clients Experience maintaining at
least 30 client relationships on an ongoing basisSkills: Strong
organization skills and the ability to multitask and reprioritize
within tight deadlines Excellent communication skills on complex
matters, both written and oral Extensive knowledge of Family Office
Financial Planning Enthusiastic and positive approach to
problem-solving and client service Strong collaboration and
partnership skills Ability to manage a team and delegate tasks
Experience using eMoney preferredCompensation Range:The anticipated
base salary range for this role is $115,000 to $125,000. Base
salary for the role will depend on several factors, including a
candidates qualifications, skills, competencies, and experience,
and may fall outside of the range shown. In addition, this role may
be eligible for a discretionary bonus. Rockefeller Capital
Management offers a comprehensive benefit package including health
coverage, vacation time, paid leave, retirement plan, and more.
Visit careers.rockco.com to learn more about additional
opportunities and benefits offerings.Disclosure:Rockefeller & Co.
LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A.,
The Rockefeller Trust Company (Delaware), Rockefeller Financial
Services, Inc. and all other subsidiaries of Rockefeller Capital
Management L.P. (individually and collectively, Rockefeller) is an
equal opportunity employer and does not discriminate on the basis
of race, religion, sex, gender, sexual orientation, gender identity
or expression, national origin, citizenship, age, military or
veteran status, marital or partnership status, caregiver status,
legally recognized disability, or any other basis protected by
applicable federal, state or local law (protected characteristics).
Rockefeller Capital Management participates in the E-Verify program
in certain locations, as required by law.
Keywords: Rockefeller Capital Management, Orlando , Wealth Planning Advisor, Other , Winter Park, Florida
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