private wealth advisor

Huntington Bank

<div><h1 class="jobSectionHeader"><b>Description</b></h1><p><b>
Summary:
</b></p><p>The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client&rsquo;s Wealth Plan.</p><p></p><p><b>
Duties and Responsibilities:
</b></p><ul><li>Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client&rsquo;s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.</li><li>
Self-acquires new business by being active and well connected in the community and with external centers of influence.</li><li>
Responsible for providing legendary client service to retain client relationships.</li><li>
Builds strong relationships across all Huntington business segments to deepen client relationships.</li><li>
Works with relationships of moderate to high complexity.</li><li>
Knowledgeable on key compliance and regulatory requirements.</li><li>
Performs other duties as assigned.</li></ul><p></p><p><b>
Basic Qualifications:
</b></p><ul><li>Bachelor&rsquo;s Degree</li><li>
State Life and Health Licenses required to be obtained within 90 days of hire</li><li>
At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.</li><li>
NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
</li></ul><p></p><p><b>Preferred Qualifications:
</b></p><ul><li>Securities and life insurance licenses.</li><li>
Demonstrated success working with high net worth clients.</li><li>
Proven ability to build strong relationships with clients.</li><li>
Excellent written and verbal communication skills.</li><li>
Ability to multi-task.</li></ul><p><b><br>
Exempt Status: (Yes</b> = not eligible for overtime pay) (<b>No</b> = eligible for overtime pay)</p>
Yes<p></p><p><b>
Workplace Type:</b></p>
Office<p></p><p>
Our Approach to <b>Office </b>Workplace Type</p><p></p><p>
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.</p><p></p><p>
Huntington is an Equal Opportunity Employer.</p><p></p><p>
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.</p><p></p><p><b>
Note to Agency Recruiters: </b>Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</p></div>

Private Bank Wealth Advisor III

Ameriprise Financial

<p>Are you tired of single-handedly shouldering the entire workload for your clients, with no support in sight? How do you cope with the burden of being shackled to revenue minimums just to generate the income you desire? Would you want to work with clients whose values align with their investments? If these are qualities you connect with, Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is the place for you for your financial advisor career. We are a Forbes Best-In-State Team for the last five years. We have also been recognized as one of <i>InvestmentNews</i>&rsquo; Best Places to Work for <i>Financial Advisors </i>in 2024 and 2025<i>.</i></p><p>Our Mission Statement is focused on the premise that &ldquo;Everyone deserves to work with a trusted advisory team to help them feel more confident about their financial future.&quot;</p><p>How are we different than other financial advisor firms? It&rsquo;s our culture! A culture that allows for and supports true care of our clients and team. A culture that creates inspiration for its team to be the best it can be on behalf of our clients through honesty, integrity, balance, and fun. That&rsquo;s how we differentiate ourselves from others. When we add like-minded, values-based team members like yourself to our growing team, we gain strength in continuing to fulfill our mission of being an inclusive environment and in helping more people gain confidence for their financial future.</p><p>If this sounds like the type of business you want to be a part of, then we want you on our team. It is as easy as applying through the job link to get the conversation started.</p><p><b>What we offer:</b></p><p>&middot; A highly competitive salary based on experience, plus bonus opportunity</p><p>&middot; Financial and staff support for client service and marketing activities</p><p>&middot; A hybrid work schedule</p><p>&middot; Mentoring and sharing of best practices</p><p>&middot; Learning &amp; Development Program</p><p><b>What we&rsquo;re looking for:</b></p><p>&middot; Series 7, 63 or 66</p><p>&middot; Life, Accident and Health Insurance Licenses</p><p>&middot; Advanced designations or desire to obtain advanced designations &ndash; CFP&reg;, ChFC&reg;, CLU&reg;, CFS, etc</p><p>&middot; 7+ years of in-person client engagement and experience in the financial advice industry</p><p><b>Job Responsibilities May Include Several of The Following:</b></p><p>&middot; Meet with the practice&rsquo;s existing clients at least once per year</p><p>&middot; Handle all incoming client communications/requests that require Advisor-level service</p><p>&middot; Encourage clients to implement financial advice and recommendations</p><p>&middot; Prospect and acquire new clients through various marketing techniques</p><p><b>Our candidate selection process consists of 4 steps:</b></p><p>&middot; Review applications daily and respond within 3 business days</p><p>&middot; An initial 20-minute phone interview to discuss qualifications and mutual fit</p><p>&middot; In-person 60-minute meeting with two directors of the organization</p><p>&middot; Final 60-minute interview with the CEO and HR representative</p><p>&middot; The entire process could take 4-6 weeks, but we will communicate with you each step of the way</p><p><b>Other Details of position:</b></p><p>&middot; Salary dependent on experience</p><p>&middot; PTO beginning day one</p><p>&middot; Company paid Health Insurance Plan</p><p>&middot; Company match 401K</p><p>&middot; Company paid Life, STD and LTD</p><p><b>Background:</b></p><p>Affirm Wealth Advisors has been a financial advisory practice for more than 30 years. It rates among the top 1% of all Financial Advisory Practices at Ameriprise Financial Services, LLC. Matt MacLean, CFP&reg;, ChFC&reg;, CRPC&reg;, CEO/Private Wealth Advisor is also a member of the Chairman&rsquo;s Advisory Council. He has been named among the Forbes Best-in-State Wealth Advisors, Five Star Wealth Managers and the Phoenix Business Journals Books of Lists for Investment Advisors. Matt&rsquo;s business partner, Steve Harnden, CFP&reg;, CPA is also a Private Wealth Advisor and has been named to the Barron&rsquo;s, Financial Times, and Forbes lists of Top Advisors. In addition, our Team includes ten Financial Advisors, a licensed Chief Operating Officer, a licensed Investment Operations Director, five other Client Support Specialists (three licensed), two Financial Planning Assistants, two Operations Managers (one licensed), a Marketing Director, two Administrative Assistants and three Directors of First Impressions. We are located at 7992 W. Thunderbird Rd., Ste. 110 in Peoria, and 2484 E. River Rd. in Tucson. You can learn more about our Team at www.affirmwealthadvisors.com.</p><p>Job Type: Full-time</p><p>Pay: $80,000.00 - $150,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee discount</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Vision insurance</li></ul><p>Experience:</p><ul><li>Financial Industry: 7 years (Preferred)</li></ul><p>Work Location: In person</p>

Financial Advisor

Rockefeller Capital Management

<div>About Rockefeller Capital Management:
<div>
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 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.</div>
Position:
<div><b>
About Rockefeller Private Office</b>
<br>
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals &ndash; including wealth planners, tax advisors, estate attorneys, and other experts &ndash; who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.</div><div></div><div><b><br>
Position</b>
<br>
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won&rsquo;t operate in isolation &ndash; you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP&reg; professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country&rsquo;s most sophisticated families and individuals, leveraging Rockefeller&rsquo;s legendary legacy and resources to help clients preserve and grow their wealth across generations.</div>
Responsibilities:
<ul><li><b>Customized Wealth Planning on a Quarterly Cadence:</b> Engage in deep discovery to understand each client&rsquo;s values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate &amp; wealth transfer strategies, ensuring advice is aligned with clients&rsquo; long-term objectives.</li><li><b>
Client Relationship Management:</b> Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact &ndash; including leading quarterly client meetings &ndash; to review plan progress, adjust strategies, and address new planning needs as clients&rsquo; lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.</li><li><b>
Collaborative Advisory Partnership:</b> Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you&rsquo;ll be experienced and strong in a number of areas, and where you aren&rsquo;t you&rsquo;ll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.</li><li><b>
Comprehensive Planning &amp; Advice:</b> Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.</li><li><b>
Client Presentations:</b> Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client&rsquo;s level of financial sophistication.</li><li><b>
Follow-Through Collaboration:</b> You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.</li><li><b>
Practice Development:</b> Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm&rsquo;s planning capabilities. Support marketing and business development efforts by representing the Private Office&rsquo;s planning expertise in client events, seminars, and thought leadership content.</li></ul>
Qualifications:
<ul><li>Bachelor&rsquo;s degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.</li><li>
10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.</li><li>
Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.</li></ul>
Skills:
<ul><li>Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines</li><li>
Excellent communication skills on complex matters, both written and oral</li><li>
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.</li><li>
Enthusiastic and positive approach to problem-solving and client service</li><li>
Strong collaboration and partnership skills</li><li>
Ability to manage a team and delegate tasks</li></ul>
Compensation Range:
<div>
The anticipated base salary range for this role is $200,000 to $225,000. Base salary for the role will depend on several factors, including a candidate&rsquo;s 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.
</div>Disclosure:
<div>
Rockefeller &amp; 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, &ldquo;Rockefeller&rdquo;) 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 (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Senior Wealth Planner

<div>About Rockefeller Capital Management:
<div>
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 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.</div>
Position:
<div><b>
About Rockefeller Private Office</b>
<br>
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals &ndash; including wealth planners, tax advisors, estate attorneys, and other experts &ndash; who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.</div><div></div><div><b><br>
Position</b>
<br>
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won&rsquo;t operate in isolation &ndash; you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP&reg; professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country&rsquo;s most sophisticated families and individuals, leveraging Rockefeller&rsquo;s legendary legacy and resources to help clients preserve and grow their wealth across generations.</div>
Responsibilities:
<ul><li><b>Customized Wealth Planning on a Quarterly Cadence:</b> Engage in deep discovery to understand each client&rsquo;s values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate &amp; wealth transfer strategies, ensuring advice is aligned with clients&rsquo; long-term objectives.</li><li><b>
Client Relationship Management</b>: Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact &ndash; including leading quarterly client meetings &ndash; to review plan progress, adjust strategies, and address new planning needs as clients&rsquo; lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.</li><li><b>
Collaborative Advisory Partnership:</b> Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you&rsquo;ll be experienced and strong in a number of areas, and where you aren&rsquo;t you&rsquo;ll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.</li><li><b>
Comprehensive Planning &amp; Advice:</b> Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.</li><li><b>
Client Presentations: </b>Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client&rsquo;s level of financial sophistication.</li><li><b>
Follow-Through Collaboration:</b> You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.</li><li><b>
Practice Development:</b> Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm&rsquo;s planning capabilities. Support marketing and business development efforts by representing the Private Office&rsquo;s planning expertise in client events, seminars, and thought leadership content.</li></ul>
Qualifications:
<ul><li>Education: Bachelor&rsquo;s degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.</li><li>
Experience: 10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.</li><li>
Technical Expertise: Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.</li></ul>
Skills:
<ul><li>Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines</li><li>
Excellent communication skills on complex matters, both written and oral</li><li>
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.</li><li>
Enthusiastic and positive approach to problem-solving and client service</li><li>
Strong collaboration and partnership skills</li><li>
Ability to manage a team and delegate tasks</li></ul>
Disclosure:
<div>
Rockefeller &amp; 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, &ldquo;Rockefeller&rdquo;) 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 (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

<div>About Rockefeller Capital Management:
<div>
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 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.</div>
Position:
<div><b>
About Rockefeller Private Office</b>
<br>
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals &ndash; including wealth planners, tax advisors, estate attorneys, and other experts &ndash; who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.</div><div></div><div><b><br>
Position</b>
<br>
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won&rsquo;t operate in isolation &ndash; you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP&reg; professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country&rsquo;s most sophisticated families and individuals, leveraging Rockefeller&rsquo;s legendary legacy and resources to help clients preserve and grow their wealth across generations.</div>
Responsibilities:
<ul><li><b>Customized Wealth Planning on a Quarterly Cadence:</b> Engage in deep discovery to understand each client&rsquo;s values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate &amp; wealth transfer strategies, ensuring advice is aligned with clients&rsquo; long-term objectives.</li><li><b>
Client Relationship Management:</b> Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact &ndash; including leading quarterly client meetings &ndash; to review plan progress, adjust strategies, and address new planning needs as clients&rsquo; lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.</li><li><b>
Collaborative Advisory Partnership:</b> Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you&rsquo;ll be experienced and strong in a number of areas, and where you aren&rsquo;t you&rsquo;ll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.</li><li><b>
Comprehensive Planning &amp; Advice:</b> Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.</li><li><b>
Client Presentations:</b> Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client&rsquo;s level of financial sophistication.</li><li><b>
Follow-Through Collaboration:</b> You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.</li><li><b>
Practice Development:</b> Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm&rsquo;s planning capabilities. Support marketing and business development efforts by representing the Private Office&rsquo;s planning expertise in client events, seminars, and thought leadership content.</li></ul>
Qualifications:
<ul><li>Bachelor&rsquo;s degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.</li><li>
10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.</li><li>
Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.</li></ul>
Skills:
<ul><li>Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines</li><li>
Excellent communication skills on complex matters, both written and oral</li><li>
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.</li><li>
Enthusiastic and positive approach to problem-solving and client service</li><li>
Strong collaboration and partnership skills</li><li>
Ability to manage a team and delegate tasks</li></ul>
Disclosure:
<div>
Rockefeller &amp; 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, &ldquo;Rockefeller&rdquo;) 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 (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Goldman Sachs

<div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>
Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships. <b>THIS ROLE IS FOR A 2026 START.</b></p>
<p><b>
OUR IMPACT</b></p>
<p><b>
Wealth Management</b></p>
<p>
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.</p>
<p><b>
Private Wealth Management (PWM)</b></p>
<p>
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.</p>
<p>
As a Wealth Management Professional, you'll be at the forefront of delivering world-class financial solutions, directly impacting the financial success and legacy of our sophisticated clients, including ultra-high net worth individuals, families, and institutions. You will build deep relationships and orchestrate a seamless client experience, leveraging the full breadth of Goldman Sachs' global resources to meet their complex financial needs. Your expertise will be vital in managing the intricate onboarding of new client relationships, meticulously ensuring the achievement of their investment objectives, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity. This role offers a dynamic blend of strategic oversight and hands-on engagement, fostering enduring client partnerships within a culture defined by integrity, innovation, and a relentless pursuit of excellence.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li>
Leverage your interpersonal skills to contribute to a growing business</li><li>
Act as key relationship manager for ultra-high net worth clients</li><li>
Work closely with Private Wealth Advisors and teammates to service our clients</li><li>
Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts</li><li>
Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services</li><li>
Identify opportunities for wealth advisory services for clients</li><li>
Understand client suitability and risk tolerance</li><li>
Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors</li><li>
Work with our middle and back office colleagues to ensure an exceptional client experience</li><li>
Execute, process and reconcile trading and other investment related transactions</li></ul>
<p><b>
WHERE WILL YOU MAKE AN IMPACT</b></p>
<p>
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.<b> This role is in our San Francisco office.</b></p>
<p><b>
SKILLS &amp; EXPERIENCE WE'RE LOOKING FOR</b></p>
<ul><li>
Bachelor's Degree Required</li><li>
3 or more years of preferred experience in client service and/or the financial industry</li><li>
Ability to work in a fast-paced environment and think clearly under pressure</li><li>
Strong interest in client service</li><li>
Self-motivated and able to work in an autonomous, yet collaborative environment</li><li>
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills</li><li>
Commitment to excellence and a high level of integrity</li><li>
Interest in Financial Services Industry</li><li>
SIE, Series 7 and 63 required (must be obtained within three months of employment)</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b></p>
<p>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.</p>
<p>
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.</p>
<p><b>
Salary Range</b><br>
The expected base salary for this San Francisco, California, United States-based position is $60,000-$125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.</p>
<p><b>
Benefits</b><br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
San Francisco
DIVISION
Asset &amp; Wealth Management</p>

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - San Francisco

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