Financial Planner

Rockefeller Capital Management • San Francisco, CA

87d • $75,000 - $90,000

About The 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.

Requirements

• 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

Nice To Haves

• Experience with eMoney financial planning software a plus

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

Benefits

• Health coverage
• Vacation time
• Paid leave
• Retirement plan
• Discretionary bonus eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees