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Wealth Management Advisor

2 months ago

Walnut Creek, California, United States Rockefeller Financial Full time

About Rockefeller Capital Management:
Rockefeller Capital Management stands as a distinguished independent financial advisory firm, tracing its roots back to 1882 when it began as the family office of John D. Rockefeller. Today, the firm offers strategic financial guidance to ultra- and high-net-worth individuals, families, institutions, and corporations across the United States and London, managing client assets totaling $133 billion.

Position Overview:
We are in search of a committed professional to provide exceptional service to ultra-high-net-worth clients in the realm of financial planning. This role encompasses managing client interactions and administrative responsibilities related to delivering financial planning insights and analysis to professionals at the firm's various locations nationwide.

Key Responsibilities:

  • Compile and evaluate personal financial information and documentation for ultra-high-net-worth clients.
  • Analyze and explore financial scenarios and alternatives.
  • Develop detailed wealth management plans and conduct advanced financial modeling utilizing various software tools in areas such as:
    • Income, Estate, and Gift tax strategies
    • Risk management (including entity and insurance planning)
    • Debt management solutions
    • Estate and charitable giving strategies
    • Business succession strategies
    • Retirement planning methodologies

Qualifications:

  • Bachelor's degree in finance or a related discipline.
  • 1-3 years of experience in advanced wealth management.
  • CFP designation or a commitment to pursue this designation is preferred.
  • Familiarity with financial planning software such as Moneyguide Pro, eMoney, WealthTec, Naviplan, or similar tools is advantageous.

Essential Skills:

  • Excellent client-facing, interpersonal, organizational, and customer service abilities.
  • Detail-oriented with strong prioritization skills.
  • Able to thrive in a fast-paced environment while managing multiple tasks efficiently.
  • Exhibits intellectual curiosity.
  • Proficient in Microsoft Office, especially Excel and PowerPoint.
  • Experience with eMoney financial planning software is a plus.

Compensation Overview:
The anticipated salary range for this role is between $70,000 and $80,000. The final compensation will be determined based on qualifications, skills, competencies, and experience. Additionally, there may be opportunities for discretionary bonuses. Rockefeller Capital Management provides a comprehensive benefits package that includes health coverage, vacation time, retirement plans, and more.

Equal Opportunity Statement:
Rockefeller Capital Management is an equal opportunity employer committed to fostering diversity and inclusion. We do not discriminate based on race, religion, gender, sexual orientation, nationality, age, veteran status, disability, or any other protected characteristic. Rockefeller Capital Management participates in the E-Verify program as mandated by law.