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-timeBoca Raton • 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 ability to communicate complex financial concepts effectively. Proven track record in developing customized planning recommendations and mentoring junior team members.

Highest-signal resume keywords

Wealth Transfer StrategiesEstate PlanningTax PlanningClient Relationship ManagementProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisQuantitative AnalysisTrust LawEstate LawCharitable PlanningBusiness Succession PlanningIncome Tax PlanningRetirement PlanningWealth Planning StrategiesUHNW Client Advisory

Soft Skills

Exceptional Presentation SkillsInterpersonal SkillsOrganizational SkillsCommunication SkillsCollaboration Skills

Tools & Technologies

Wealth Planning SoftwareEMoneyFinancial Modeling Tools

Certifications & Qualifications

Juris Doctor (JD)Masters of Law in Taxation (LLM)

Industry Keywords

Ultra-High-Net-Worth (UHNW)Trust and Estate LawTax LawFinancial PlanningCharitable Giving

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
Communicate complex financial concepts clearly, confidently, and relatably
Analyze client circumstances and review 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 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, coaching, training, and professional development
Contribute to the growth and innovation of Rockefeller Private Office
Enhance wealth planning processes, tools, and service offerings; support strategic initiatives and develop best practices

Requirements

What you’ll need

Bachelor’s degree required
Juris Doctor (JD) required
10+ years of experience working with UHNW clients on wealth planning in tax, trust and estate law, accounting, or a related field
Experience focused 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, retirement planning, and related areas
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
Proficient in wealth planning software and tools, such as eMoney or similar platforms
Ability to quickly adapt to new technologies and tools
Strong collaboration and partnership skills
Masters of Law in Taxation (LLM) preferred

Benefits

Comp & perks

Equal opportunity employment and nondiscrimination policy
E-Verify participation in certain locations as required by law
Ongoing professional development opportunities
Mentorship and technical coaching opportunities