Philadelphia Estate Planning Council

Details

Wealth Planner - Brown Brothers Harriman

Friday, March 25, 2022 7:39 AM | Anonymous

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens to our clients, and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Brown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in Philadelphia. In this role you will support the Senior Wealth Planner in Philadelphia and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients. You will represent the firm by actively engaging with the local trusts, estates and tax community to keep your knowledge base up to date and foster valuable connections. This role may be subject to a part-time schedule or a flexible work arrangement that incorporates telecommuting.

Some of your key responsibilities include:

Relationship Management:

Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.

Serving as a trusted advisor directly to Private Banking clients by combining estate planning education, analysis, and guidance with a proactive ability to assist with related investment and asset allocation issues.

Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.

Business Development:

Contribute to the growth of the Private Banking business through obtaining referrals and gathering additional assets from existing clients.

Make an important contribution to winning the business of prospects identified by others by developing strong relationships with these potential clients through value-add advice and guidance.

Author articles on internal and external publication platforms and speak at external engagements if needed.

Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonprofit events, and other channels

Work with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners across Private Banking to plan and execute specific BBH sponsored marketing materials and events.

Qualifications:

JD, CPA, or CFP required; LLM or CTFA a plus

Minimum 4 years of experience as a practicing trusts and estates lawyer, CPA, CFP, or trust officer with a focus on family office and/or estate planning, in either case working directly with a high-net worth client base (>$10 million)

Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients

Experience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.

Ability to multitask and independently problem solve

Strong networking skills

What We Offer:

A collaborative environment that enables you to step outside your role to add value wherever you can

Direct access to clients, information, and experts across all business areas around the world

Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm

A culture of inclusion that values each employee’s unique perspective

High-quality benefits program emphasizing good health, financial security, and peace of mind

Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

Volunteer opportunities to give back to your community and help transform the lives of others

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Full time

Click here to apply.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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