A Private Advisor team within our Rockefeller Global Family Office business unit is seekinga highly skilled Team Wealth Planner to deliver whiteadglove, highadtouch family office services to ultraadhighadnetadworth families, founders approaching liquidity events, and multigenerational households. This role is a key complement to the core advisory team anda0is responsible fora0executing 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, anda0maintaininga0the operational excellence required to serve families with significant complexity.a0
Responsibilities
- Support the advisory team in the delivery and execution of complex wealth planning strategies for ultraadhighadnetadworth families and multigenerational households.a0
- Own the preparation and maintenance of detailed client reporting, including building, reviewing, and updating reports within platforms such as Addepar or Tamarac, and conducting inaddepth 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 anda0timelya0execution.a0
- Prepare, analyze, anda0maintaina0comprehensive cash flow, netadworth, and balance sheet reporting for complex client relationships.a0
- Assista0with trust and estate planning analysis, including the organization and interpretation of legal and financial structures.a0
- Oversee planningadrelated workflows, documentation, and followadthrough to ensure a consistent, highadtouch client experience.a0
- Utilizea0family office technology platforms and financial models to support planning deliverables and client reporting.a0
- Contribute to team operations by helpingamaintaina0processes, data accuracy, and planning standards across client relationships.
Qualifications
- 7+ years of experience in a family office, private client services, or wealth management environment, witha0demonstrateda0exposure to complex client situations.a0
- Preferred professional designations include CPA, CFP, CFA, or CTFA.a0
- Strong familiarity with trust and estate structures, cash flow analysis, and comprehensive netadworth tracking for highadcomplexity households.a0
- Prior experience working directly with highadnetadworth and ultraadhighadnetadworth families, founders, or multigenerational clients.
Skills
- Experience using highadend family office technology platforms such as Addepar, Archway, Eton Solutions, Black Diamond, or similar systems.a0
- 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 candidates 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.
