- Experience
- 10+ yrs
- Location
- Philadelphia, Pennsylvania, United States
- Job type
- Full-time
About the role
Bachelor's degree required; JD or CPA strongly preferred; 10+ years financial or tax planning experience with UHNW clients; proficiency in wealth planning software like eMoney; strong project management and communication skills.
About Rockefeller Capital Management
Privately owned financial adviser serving wealthy families, institutions, and corporations through wealth management, investments, and investment banking.
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