Team Wealth Planner

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑touch family office services to ultra‑high‑net‑worth families, founders approaching liquidity events, and multigenerational households. This role is a key complement to the core advisory team and is responsible for executing sophisticated planning initiatives, supporting complex client needs, and ensuring seamless coordination across the broader advisory ecosystem. The Team Wealth Planner will play an integral role in translating strategy into execution, managing planning workflows, and maintaining the operational excellence required to serve families with significant complexity.