Team Wealth Planner

About Rockefeller Capital Management:

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position:

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑touch family office services to ultra‑high‑net‑worth families, founders approaching liquidity events, and multigenerational households. This role is a key complement to the core advisory team and is responsible for executing sophisticated planning initiatives, supporting complex client needs, and ensuring seamless coordination across the broader advisory ecosystem. The Team Wealth Planner will play an integral role in translating strategy into execution, managing planning workflows, and maintaining the operational excellence required to serve families with significant complexity. 

Responsibilities:

• Support the advisory team in the delivery and execution of complex wealth planning strategies for ultra‑high‑net‑worth families and multigenerational households. 
• Own the preparation and maintenance of detailed client reporting, including building, reviewing, and updating reports within platforms such as Addepar or Tamarac, and conducting in‑depth analysis across multiple custodial and data portals.
• Coordinate planning activities across internal partners and external professionals, including attorneys, accountants, and other advisors, to ensure alignment and timely execution. 
• Prepare, analyze, and maintain comprehensive cash flow, net‑worth, and balance sheet reporting for complex client relationships. 
• Assist with trust and estate planning analysis, including the organization and interpretation of legal and financial structures. 
• Oversee planning‑related workflows, documentation, and follow‑through to ensure a consistent, high‑touch client experience. 
• Utilize family office technology platforms and financial models to support planning deliverables and client reporting. 
• Contribute to team operations by helping maintain processes, data accuracy, and planning standards across client relationships.

Qualifications:

• 7+ years of experience in a family office, private client services, or wealth management environment, with demonstrated exposure to complex client situations. 
• Preferred professional designations include CPA, CFP, CFA, or CTFA. 
• Strong familiarity with trust and estate structures, cash flow analysis, and comprehensive net‑worth tracking for high‑complexity households. 
• Prior experience working directly with high‑net‑worth and ultra‑high‑net‑worth families, founders, or multigenerational clients.

Skills:

• Experience using high‑end family office technology platforms such as Addepar, Archway, Eton Solutions, Black Diamond, or similar systems. 
• Strong Excel or Google Sheets modeling skills, with the ability to support detailed financial analysis and reporting.

Compensation Range:

​The anticipated base salary range for this role is $75,000 to $175,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. 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”).

 

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