Rockefeller Financial
Financial Planner
Rockefeller Financial, San Francisco, California, United States, 94199
About Rockefeller Capital Management:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.Position:The candidate will be responsible for high-level service delivery to ultra-high net-worth (UHNW) clients around financial planning. The position involves client and administrative matters centered around the delivery of financial planning advice and analysis for client-facing professionals across the firms national footprint.Responsibilities:Organize and assess personal financial information and documents for UHNW clientsIdentify and evaluate financial scenarios and alternativesPrepare comprehensive wealth plans and sophisticated financial modeling using various software tools in the areas of:
Income, Estate, and Gift tax planningRisk management (entity and insurance planningDebt managementEstate and charitable planningBusiness succession planningRetirement planning
Qualifications:
Bachelors degree in finance or related field1-3 years of sophisticated wealth planning experienceCFP designation or desire to pursue designation preferredExperience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is preferredSkills:
Excellent client facing, interpersonal, organizational, and client service skillsDetail-oriented with ability to prioritize and organize workflowAbility to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptionsDemonstrates intellectual curiosityStrong Microsoft Office skills including Excel & PowerPointExperience with eMoney financial planning software a plus
Compensation Range:??The anticipated base salary range for this role is $70,000 to $80,000. Base salary for the role will depend on several factors, including a candidates qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings. ?Disclosure:Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, Rockefeller) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (protected characteristics).Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.Position:The candidate will be responsible for high-level service delivery to ultra-high net-worth (UHNW) clients around financial planning. The position involves client and administrative matters centered around the delivery of financial planning advice and analysis for client-facing professionals across the firms national footprint.Responsibilities:Organize and assess personal financial information and documents for UHNW clientsIdentify and evaluate financial scenarios and alternativesPrepare comprehensive wealth plans and sophisticated financial modeling using various software tools in the areas of:
Income, Estate, and Gift tax planningRisk management (entity and insurance planningDebt managementEstate and charitable planningBusiness succession planningRetirement planning
Qualifications:
Bachelors degree in finance or related field1-3 years of sophisticated wealth planning experienceCFP designation or desire to pursue designation preferredExperience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is preferredSkills:
Excellent client facing, interpersonal, organizational, and client service skillsDetail-oriented with ability to prioritize and organize workflowAbility to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptionsDemonstrates intellectual curiosityStrong Microsoft Office skills including Excel & PowerPointExperience with eMoney financial planning software a plus
Compensation Range:??The anticipated base salary range for this role is $70,000 to $80,000. Base salary for the role will depend on several factors, including a candidates qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings. ?Disclosure:Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, Rockefeller) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (protected characteristics).Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.