Rockefeller Private Office seeks a Senior Wealth Strategist to develop and implement tax, estate, and financial plans for the firm’s most sophisticated clients. You will collaborate with private advisors and external experts to deepen relationships and deliver tailored solutions.
You will conduct analyses, prepare strategic recommendations, and coordinate implementation across teams, driving value for clients and the firm while mentoring junior colleagues in a fast‑paced, collaborative
#J-18808-LjbffrUHNW Wealth & Estate Strategy Lead in boca raton at Unknown Company
This position is listed as full time and onsite.