Talent.com
Financial Planner

Financial Planner

ROCKEFELLER CAPITAL MANAGEMENTJackson, WY, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 $151 billion in client assets as of December 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 firm's national footprint.

Responsibilities

  • Organize and assess personal financial information and documents for UHNW clients
  • Identify and evaluate financial scenarios and alternatives
  • Prepare comprehensive wealth plans and sophisticated financial modeling using various software tools in the areas of :
  • Income, Estate, and Gift tax planning
  • Risk management (entity and insurance planning)
  • Debt management
  • Estate and charitable planning
  • Business succession planning
  • Retirement planning

Qualifications

  • Bachelor's degree in finance or related field
  • 1-3 years of sophisticated wealth planning experience
  • CFP designation or desire to pursue designation preferred
  • Experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is preferred
  • Skills

  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Demonstrates intellectual curiosity
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with eMoney financial planning software a plus
  • 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.

    serp_jobs.job_alerts.create_a_job

    Financial Planner • Jackson, WY, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Clinical Psychologist

    Licensed Clinical Psychologist

    HeadwayJackson, WY, US
    serp_jobs.job_card.full_time
    Licensed Clinical Psychologist.Wage : Between $95-$180 an hour.Licensed Clinical Psychologists — Are you ready to launch or expand your private practice? . Headway is here to help you start accepting...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Psychiatric NP

    Licensed Psychiatric NP

    HeadwayJackson, WY, US
    serp_jobs.job_card.full_time
    Licensed Psychiatric Nurse Practitioner.Wage : Between $148-$203 an hour.Did you know that you can build a flexible private practice on your terms as a psychiatric nurse practitioner?.Whether you wa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Travel Nurse RN - OR Circulate

    Travel Nurse RN - OR Circulate

    ProKatchersDriggs, ID, US
    serp_jobs.job_card.full_time
    ProKatchers is seeking a travel nurse RN OR Circulate for a travel nursing job in Driggs, Idaho.Job Description & Requirements. Pay package is based on 10 hour shifts and 40 hours per week (subj...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    HeadwayJackson, WY, US
    serp_jobs.job_card.full_time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Professional Counselor

    Licensed Professional Counselor

    HeadwayJackson, WY, US
    serp_jobs.job_card.full_time
    Licensed Professional Counselor (LPC).Wage : Between $120-$131 an hour.Licensed Professional Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you start a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Psychiatrist

    Licensed Psychiatrist

    HeadwayJackson, WY, US
    serp_jobs.job_card.full_time
    Wage : Between $148-$239 an hour.Licensed psychiatrist - Are you ready to launch or expand your private practice?.Headway is here to help you start accepting insurance with ease, increase your earni...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Travel Nurse RN - $2,255 to $2,434 per week in Driggs, ID

    Travel Nurse RN - $2,255 to $2,434 per week in Driggs, ID

    TravelNurseSourceDriggs, ID, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Host Healthcare to find a qualified Other RN in Driggs, Idaho, 83422!.Host Healthcare is an award-winning travel healthcare company with an immediate opening for t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Dental HPSP

    Dental HPSP

    United States ArmyVictor, ID, United States
    serp_jobs.job_card.full_time
    THE ARMY HEALTH CARE ADVANTAGE As a member of the Army health care team, you’ll receive benefits that you won’t be able to get in a civilian career. Challenging Work Feel inspired with great case di...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Medical HPSP

    Medical HPSP

    United States ArmyVictor, ID, United States
    serp_jobs.job_card.full_time
    THE ARMY HEALTH CARE ADVANTAGE As a member of the Army health care team, you’ll receive benefits that you won’t be able to get in a civilian career. Challenging Work Feel inspired with great case di...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Active Social Worker

    Active Social Worker

    United States ArmyVictor, ID, United States
    serp_jobs.job_card.permanent
    Army Social Workers use their skills to enhance unit readiness and the well-being of Soldiers and their families If you are a practicing professional as a social worker and want to combine your spe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Reserve Social Worker

    Reserve Social Worker

    United States ArmyStar Valley Ranch, WY, United States
    serp_jobs.job_card.permanent
    Army Social Workers use their skills to enhance unit readiness and the well-being of Soldiers and their families If you are a practicing professional as a social worker and want to combine your spe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Reserve Clinical Psych

    Reserve Clinical Psych

    United States ArmyStar Valley Ranch, WY, United States
    serp_jobs.job_card.permanent
    Use your specialized skills to help our Nation’s heroes as a U.Army Clinical Psychologist If you are a professional in the field of psychology and want to combine your passion and skills with the d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Clinical Social Worker

    Licensed Clinical Social Worker

    HeadwayJackson, WY, US
    serp_jobs.job_card.full_time
    Licensed Clinical Social Worker (LCSW).Wage : Between $95-$122 an hour.Licensed Clinical Social Worker — Are you ready to launch or expand your private practice? . Headway is here to help you start ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Travel CT Technologist

    Travel CT Technologist

    Go HealthcareJackson, WY, US
    serp_jobs.job_card.full_time
    Go Healthcare is seeking a travel CT Technologist for a travel job in Jackson, Wyoming.Job Description & Requirements.Pay package is based on 12 hour shifts and 36 hours per week (subject to co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Registered Nurse - $2,255 to $2,434 per week in Driggs, ID

    Travel Registered Nurse - $2,255 to $2,434 per week in Driggs, ID

    TravelNurseSourceDriggs, ID, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Host Healthcare to find a qualified Other RN in Driggs, Idaho, 83422!.Host Healthcare is an award-winning travel healthcare company with an immediate opening for t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Representative B2B

    Sales Representative B2B

    Mitchell 1 / division of Snap-on ToolsJackson, WY, US
    serp_jobs.job_card.full_time
    Mitchell 1 (a division of Snap-on Inc.Independent Sales Contractor / 1099 position : .This is an excellent opportunity if you enjoy working independently and seek a high-paying commission-based busines...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Travel MRI Technologist

    Travel MRI Technologist

    Go HealthcareJackson, WY, US
    serp_jobs.job_card.full_time
    Go Healthcare is seeking a travel MRI Technologist for a travel job in Jackson, Wyoming.Job Description & Requirements.Pay package is based on 12 hour shifts and 36 hours per week (subject to c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Active Clinical Psych

    Active Clinical Psych

    United States ArmyStar Valley Ranch, WY, United States
    serp_jobs.job_card.permanent
    Use your specialized skills to help our Nation’s heroes as a U.Army Clinical Psychologist If you are a professional in the field of psychology and want to combine your passion and skills with the d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days