- Customized Wealth Planning on a Quarterly Cadence: Engage in deep discovery to understand each client's values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients' long-term objectives.
- Client Relationship Management: Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact - including leading quarterly client meetings - to review plan progress, adjust strategies, and address new planning needs as clients' lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.
- Collaborative Advisory Partnership: Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you'll be experienced and strong in a number of areas, and where you aren't you'll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.
- Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.
- Client Presentations: Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client's level of financial sophistication.
- Follow-Through Collaboration: You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.
- Practice Development: Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm's planning capabilities. Support marketing and business development efforts by representing the Private Office's planning expertise in client events, seminars, and thought leadership content.
- Education: Bachelor's degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.
- Experience: 10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.
- Technical Expertise: Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.
- Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines
- Excellent communication skills on complex matters, both written and oral
- Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.
- Enthusiastic and positive approach to problem-solving and client service
- Strong collaboration and partnership skills
- Ability to manage a team and delegate tasks
-
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 ultr ...
Austin $90,000 - $180,000 (USD) per year Full time1 week ago
-
Senior Lead Advisor opportunity with Austin-based wealth management firm serving UHNW clients and multi-generational families · Lead and manage key client relationships for business owners, CEOs, and UHNW families with comprehensive wealth management solutions · Present sophistic ...
Austin, Texas, , United States1 week ago
-
Description · The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an exper ...
Austin, TX, United States $90,000 - $220,000 (USD) per year1 week ago
-
This is a full-time hybrid role for the position of Certified Financial Planner at New York Life in the Austin, Texas Metropolitan Area. · ...
Austin, Texas Metropolitan Area1 month ago
-
This is a full-time hybrid role for the position of Certified Financial Planner at New York Life in the Austin, Texas Metropolitan Area. · The Certified Financial Planner will be responsible for providing comprehensive financial planning services, · including developing investmen ...
Austin1 month ago
-
Company Description · Rethink Wealth is revolutionizing the financial planning industry by prioritizing innovation, empowering advisors, and focusing on the unique aspirations and goals of our clients. We challenge traditional financial practices and champion creative, practical, ...
Austin $65,000 - $130,000 (USD) per year2 weeks ago
-
& Requirements · Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, ...
Austin $10,000 - $14,200 (USD) per year2 weeks ago
-
Thank you for your interest in our company To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your accou ...
Austin, TX1 hour ago
-
Thank you for your interest in our company To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your accou ...
Austin Full time9 hours ago
-
We are currently seeking a Financial Planner to join our collaborative team. This is an excellent opportunity for someone looking to build a career in financial planning within a supportive and professional environment. · This is a hybrid position that offers the flexibility to w ...
Austin1 month ago
-
The Tax Supervisor at Catalyst Family Office is a proven tax project professional, · Catalyst Family Office is a premier professional services firm providing an integrated suite of financial advisory, · Catalyst Family Office is known for their work on behalf of highly entreprene ...
Austin1 month ago
-
This hybrid role provides flexibility with some work-from-home opportunities based in Austin, TX. As a Financial Professional, you will assist families in developing personalized financial plans and strategies. · ...
Austin $55,000 - $150,000 (USD) per year2 weeks ago
-
We are currently seeking a Financial Planner to join our collaborative team. This is an excellent opportunity for someone looking to build a career in financial planning within a supportive and professional environment. · ...
Austin, Texas Metropolitan Area1 month ago
-
The Tax Supervisor at Catalyst Family Office is a proven tax project professional, · Assist in managing, developing, and coaching tax interns, associates and tax senior associates. · Provide tax compliance and consulting services to individuals, trusts, and not-for-profit clients ...
Austin, TX1 month ago
-
Company Description · GIFT (Generational Investments for a Family's Tomorrow) is a family-focused initiative committed to fostering financial stability, creating opportunities, and building generational wealth. By emphasizing intentional financial planning, educational empowermen ...
Austin, TX $55,000 - $150,000 (USD) per year2 weeks ago
-
Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. · ...
Austin1 month ago
-
Wealth Advisor/Trust Officer III-Austin | Division: Wealth Mgmt Services | · We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. · ...
Austin1 month ago
-
We are seeking a Private Client Tax Manager to join our team in Austin, TX. The successful candidate will provide sophisticated tax compliance and consulting services to individuals and families. · ...
Austin, TX $90,000 - $160,000 (USD) per year2 weeks ago
-
We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. · Manage Fiduciary Relationships and Grows Portfolios · Grows Portfolios within agency and Fiduciary Relationship ...
Austin, TX1 month ago
-
This role is hands-on, tactical, and operational. The ideal candidate will be comfortable operating in a fast-moving, evolving small-business environment. · This role executes first, designs second. Treat the business like it is your own and take responsibility for what breaks, w ...
Austin1 month ago
-
This role executes first, designs second. Treat the business like it is your own. · Take responsibility for what breaks, what's unclear, and what's missing · Prioritize client experience over perfect systems · ...
Austin, TX1 month ago
Senior Wealth Planner - Austin - Rockefeller Financial
Description
About Rockefeller Capital ManagementRockefeller 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 32 markets throughout the United States, as well as an office in London. The Firm oversees $204 billion in client assets as of January 31, 2026.
Position
About Rockefeller Private Office
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals - including wealth planners, tax advisors, estate attorneys, and other experts - who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.
Position
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won't operate in isolation - you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country's most sophisticated families and individuals, leveraging Rockefeller's legendary legacy and resources to help clients preserve and grow their wealth across generations.
Responsibilities
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").
-
Senior Wealth Planner
Full time Only for registered members Austin
-
Senior Lead Advisor
Only for registered members Austin, Texas, , United States
-
Senior Wealth Advisor
Only for registered members Austin, TX, United States
-
Certified Financial Planner
Only for registered members Austin, Texas Metropolitan Area
-
Certified Financial Planner
Only for registered members Austin
-
Financial Advisor
Only for registered members Austin
-
Director, Tax
Only for registered members Austin
-
Team Lead, Wealth Management
Only for registered members Austin, TX
-
Team Lead, Wealth Management
Full time Only for registered members Austin
-
Financial Planner
Only for registered members Austin
-
Tax Supervisor
Only for registered members Austin
-
Financial Professional
Only for registered members Austin
-
Financial Planner
Only for registered members Austin, Texas Metropolitan Area
-
Tax Supervisor
Only for registered members Austin, TX
-
Financial Professional
Only for registered members Austin, TX
-
Financial Professional
Only for registered members Austin
-
Wealth Advisor/Trust Officer III-Austin
Only for registered members Austin
-
Manager, Tax
Only for registered members Austin, TX
-
Wealth Advisor/Trust Officer III-Austin
Only for registered members Austin, TX
-
Bookings & Service Systems Operator
Only for registered members Austin
-
Bookings & Service Systems Operator
Only for registered members Austin, TX