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Wealth Management Advisor

2 months ago

San Francisco, California, United States Rockefeller Capital Management Full time

About Rockefeller Capital Management

Rockefeller Capital Management, founded in 2018, stands as a premier independent advisory firm in the financial services sector. Originally established in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations across 30 markets in the United States and an office in London. As of March 31, 2024, the firm manages $133 billion in client assets.

Position Overview

The selected candidate will deliver exceptional service to ultra-high-net-worth (UHNW) clients, focusing on comprehensive financial planning. This role encompasses both client engagement and administrative responsibilities, centered on providing insightful financial planning advice and analysis to client-facing professionals throughout the firm's extensive network.

Key Responsibilities

  1. Collect and evaluate personal financial data and documentation for UHNW clients.
  2. Analyze and assess various financial scenarios and options.
  3. Develop detailed wealth management plans and advanced financial models utilizing various software tools in the following areas:
  • Income, Estate, and Gift tax strategies
  • Risk management, including entity and insurance considerations
  • Debt management solutions
  • Estate and charitable giving strategies
  • Business succession planning approaches
  • Retirement planning frameworks

Qualifications

  1. Bachelor's degree in finance or a related discipline.
  2. 1-3 years of experience in sophisticated wealth management.
  3. CFP designation or a commitment to pursue the designation is preferred.
  4. Familiarity with financial planning software such as Moneyguide Pro, eMoney, WealthTec, Naviplan, or similar tools is advantageous.

Essential Skills

  1. Exceptional client-facing, interpersonal, organizational, and service-oriented skills.
  2. Detail-oriented with a strong ability to prioritize and manage workflow.
  3. Capacity to thrive in a fast-paced, high-pressure environment while effectively handling multiple tasks with frequent interruptions.
  4. Demonstrates a strong sense of intellectual curiosity.
  5. Proficient in Microsoft Office applications, particularly Excel and PowerPoint.
  6. Experience with eMoney financial planning software is a plus.

Compensation Overview

The anticipated base salary for this position ranges from $70,000 to $80,000. The final salary will be determined based on various factors, including the candidate's qualifications, skills, competencies, and experience, and may vary from the stated range. Additionally, this role may qualify for a discretionary bonus. Rockefeller Capital Management provides a comprehensive benefits package, including health coverage, vacation time, paid leave, retirement plans, and more.

Equal Opportunity Statement

Rockefeller Capital Management is an equal opportunity employer and does not discriminate based on 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 protected characteristic under applicable federal, state, or local law.

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.