About this role
Team Wealth Planner at Rockefeller Capital Management. Location: Los Angeles, California, United States. Role: supporting advisory, coordinating planning, preparing reporting Requirements: 7+ years in family office/wealth management; CFP, CFA, or CTFA preferred; strong experience with trust/estate structures, cash flow and net-worth analysis; experience with high-net-worth clients and family offices. Category: Finance and Accounting Seniority: Senior Level Tools: Addepar, Tamarac, Excel, Google Sheets, Archway, Eton Solutions, Black Diamond Certifications: cfp, cfa, ctfa Commitment: Full Time Workplace: Onsite Languages: English