Private Client Attorney, Wealth Strategy

Rockefeller Capital Management

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

Posted 11/11/2026full-timePalm Beach Gardens • Florida • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth transfer, estate planning, and tax strategies for ultra-high-net-worth clients, with a strong focus on developing customized planning recommendations and mentoring junior team members.

Highest-signal resume keywords

Wealth PlanningTax PlanningEstate PlanningClient Relationship ManagementProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Transfer StrategiesFinancial PlanningTrust and Estate LawCharitable PlanningIncome Tax Planning

Soft Skills

Exceptional Presentation SkillsInterpersonal SkillsOrganizational SkillsCommunication SkillsCollaboration Skills

Tools & Technologies

Wealth Planning SoftwareEMoney

Certifications & Qualifications

Juris Doctor (JD)Master of Laws in Taxation (LLM)

Industry Keywords

Ultra-High-Net-Worth ClientsBusiness SuccessionFinancial ModelsQuantitative AnalysesTrust Officers

About the role

Key responsibilities & impact

Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
Analyze client circumstances, including trust, estate planning, 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 with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other advisors
Serve as a technical subject matter expert on tax, estate, trust, charitable, executive compensation, and business owner planning matters
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
Contribute to the growth and innovation of Rockefeller Private Office, including wealth planning processes, tools, service offerings, and best practices

Requirements

What you’ll need

Bachelor’s degree required
Juris Doctor (JD) required
Master of Laws 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
Focus on 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