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-timeWinter Park • Florida • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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 collaborating with various financial professionals. Proven ability to mentor junior team members and contribute to strategic initiatives within wealth planning processes.

Highest-signal resume keywords

Wealth Planning ExpertiseTax Planning StrategiesClient Relationship ManagementProject Management SkillsPresentation Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Wealth Transfer StrategiesEstate PlanningIncome Tax PlanningCharitable Giving StrategiesFinancial PlanningTrust LawTax LawQuantitative AnalysisFinancial ModelingBusiness Succession Planning

Soft Skills

Interpersonal SkillsCollaboration SkillsMentoring SkillsCommunication SkillsOrganizational 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 ClientsTrust and Estate LawAccountingFinancial AdvisorsPrivate Advisors

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, review trust, estate planning, and business organizational documents, and 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, 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 the context of 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, 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
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

Benefits

Comp & perks

Equal opportunity employer
E-Verify participation in certain locations, as required by law