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-timeHouston • Texas • 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 develop customized planning recommendations and mentor junior team members.

Highest-signal resume keywords

Juris Doctor (JD)10+ Years Experience With UHNW ClientsTax PlanningWealth Transfer StrategiesWealth Planning Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth TransferEstate PlanningIncome Tax PlanningCharitable PlanningFinancial PlanningQuantitative AnalysisProject ManagementBusiness Succession PlanningTrust LawExecutive Compensation Planning

Soft Skills

Exceptional Presentation SkillsInterpersonal SkillsStrong Organization SkillsExcellent Written CommunicationCollaboration Skills

Tools & Technologies

Wealth Planning SoftwareEMoneyFinancial Modeling Tools

Certifications & Qualifications

Masters of Law in Taxation (LLM)

Industry Keywords

Ultra-High-Net-Worth (UHNW)TrustsEstate LawCharitable GivingBusiness Owner Planning

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 and review trust, estate planning, and business organizational documents
Develop customized planning recommendations
Review and present financial models and quantitative analyses showing economic, tax, and estate planning implications
Coordinate implementation with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, clients, and other advisors
Serve as a technical subject matter expert on tax, estate, trust, charitable, executive compensation, and business owner planning
Identify planning opportunities, deepen client relationships, and support business development
Develop white papers, presentations, client-facing content, advisor education programs, and other thought leadership resources
Develop and mentor junior team members
Contribute to wealth planning processes, tools, service offerings, strategic initiatives, and 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, 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 organization 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 adapt to new technologies and tools
Strong collaboration and partnership skills
Masters of Law in Taxation (LLM) preferred

Benefits

Comp & perks

Equal opportunity employer
E-Verify program participation in certain locations