Financial Planner

2 weeks ago

Walnut Creek, CA, United States Rockefeller Financial Full time
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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

Position

The candidate will be responsible for high-level service delivery to ultra-high net-worth (UHNW) clients around financial planning. The position involves client and administrative matters centered around the delivery of financial planning advice and analysis for client-facing professionals across the firm's national footprint.

Responsibilities

  • Organize and assess personal financial information and documents for UHNW clients
  • Identify and evaluate financial scenarios and alternatives
  • Prepare comprehensive wealth plans and sophisticated financial modeling using various software tools in the areas of:
    • Income, Estate, and Gift tax planning
    • Risk management (entity and insurance planning
    • Debt management
    • Estate and charitable planning
    • Business succession planning
    • Retirement planning
Qualifications
  • Bachelor's degree in finance or related field
  • 1-3 years of sophisticated wealth planning experience
  • CFP designation or desire to pursue designation preferred
  • Experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is preferred
Skills
  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Demonstrates intellectual curiosity
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with eMoney financial planning software a plus


Compensation Range

The anticipated base salary range for this role is $75,000 to $90,000. 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 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.

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