Private Client Attorney, Wealth Strategy

Rockefeller Capital Management

. Lead and participate in client and prospective client meetings as a trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters .

Posted 11/11/2026full-timeFort Lauderdale • Florida • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth planning, tax law, and estate planning for ultra-high-net-worth clients, with a strong ability to communicate complex financial concepts and develop customized strategies. Proven track record in mentoring teams and contributing to strategic initiatives within wealth management.

Highest-signal resume keywords

Wealth PlanningTax PlanningTrust And Estate LawClient Relationship ManagementProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Transfer StrategiesFinancial PlanningIncome Tax PlanningCharitable Giving StrategiesEstate Planning TechniquesQuantitative AnalysisFinancial ModelingTrust And Estate Planning Documents AnalysisBusiness Succession PlanningCustomized Planning Recommendations

Soft Skills

Exceptional Presentation SkillsInterpersonal SkillsStrong Communication SkillsOrganizational SkillsCollaboration Skills

Tools & Technologies

Wealth Planning SoftwareEMoneyFinancial Planning Tools

Certifications & Qualifications

Bachelor’s DegreeJuris Doctor (JD)Masters Of Law In Taxation (LLM)

Industry Keywords

Ultra-High-Net-Worth ClientsEstate PlanningTax LawsBusiness DevelopmentClient-Facing Content

About the role

Key responsibilities & impact

Lead and participate in client and prospective client meetings as a trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
Communicate complex financial concepts clearly, confidently, and relatably
Analyze client circumstances, trust and estate planning documents, and business organizational documents
Develop customized planning recommendations
Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
Coordinate implementation and execution of planning strategies with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other advisors
Serve as a technical subject matter expert for advisors, clients, and centers of influence
Partner with Private Advisors to identify planning opportunities, deepen client relationships, and support business development
Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
Develop and mentor junior team members through client collaboration, technical coaching, training, and professional development
Contribute to the growth and innovation of Rockefeller Private Office, including improving wealth planning processes, tools, and service offerings
Partner with leadership on strategic initiatives and develop best practices

Requirements

What you’ll need

Bachelor’s degree required
Juris Doctor (JD) required
Masters of Law in Taxation (LLM) preferred
10+ years of experience working with UHNW clients on wealth planning in tax, trust and estate law, accounting, or a related field
Experience serving clients in the $25MM+ net worth segment
Experience with tax planning, wealth transfer strategies, and financial planning
Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning
Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities
Exceptional presentation and interpersonal skills
Strong project management and organizational skills; ability to multitask and reprioritize within tight deadlines
Excellent written and oral communication skills on complex matters
Proficiency in wealth planning software and tools, such as eMoney or similar platforms
Ability to adapt to new technologies and tools
Strong collaboration and partnership skills

Benefits

Comp & perks

Equal opportunity employment and nondiscrimination protections
E-Verify participation in certain locations, as required by law