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

Highest-signal resume keywords

Juris Doctor (JD)10+ Years Experience With UHNW ClientsWealth Planning Software ProficiencyTax Planning ExpertiseExceptional Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Transfer StrategiesEstate PlanningIncome Tax PlanningCharitable Giving StrategiesFinancial PlanningQuantitative AnalysisProject ManagementClient AnalysisBusiness Succession PlanningTrust Law

Soft Skills

Interpersonal SkillsCommunication SkillsCollaboration SkillsMentoring SkillsOrganizational Skills

Tools & Technologies

EMoneyWealth Planning SoftwareFinancial Modeling ToolsPresentation SoftwareClient Relationship Management Tools

Certifications & Qualifications

Bachelor's DegreeJuris Doctor (JD)

Industry Keywords

Ultra-High-Net-Worth (UHNW)TrustsEstate LawTax LawCharitable PlanningExecutive CompensationBusiness Owner PlanningFinancial ServicesClient Relationship ManagementPlanning Strategies

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 relationally
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 of planning strategies with internal and external stakeholders
Ensure recommendations are executed effectively and aligned with client objectives
Serve as a subject matter expert on complex tax, estate, trust, charitable, executive compensation, and business owner planning matters
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 enhancing planning processes, tools, service offerings, 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, focused on clients in the $25MM+ net worth segment
Experience with tax planning, wealth transfer strategies, and financial planning
Experience 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 organization 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 that enhance the planning process
Strong collaboration and partnership skills