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Job description
Rockefeller Capital Management is seeking a Wealth Solutions Director to lead all wealth planning functions for high-net-worth clients. You will partner with Private Advisors to craft estate, tax, cash flow, and risk management plans and oversee a team of Financial Planning and Investment Associates.
The role focuses on developing comprehensive advisory solutions, managing client relationships, and driving intergenerational wealth transfer strategies within a collaborative Family Office
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Worksite address
atlanta, GA, 30383, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.