Wealth Planning Associate
Brown Brothers Harriman · Philadelphia, United States · 2mo ago
At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
Join us as a Wealth Planning Associate
Wealth Planning Associates are responsible for supporting Wealth Planners in their daily and long-term tasks. Wealth Planning Associates also work directly with the Relationship Management and Wealth Planning teams to help build and deliver proactive and integrated wealth planning collateral and insight to the firm’s current and prospective Private Banking clients.
Key Responsibilities Include:
Maintain miscellaneous wealth planning inventories and organize outstanding items for long-term team planning strategies.
Provide support to Wealth Planners by reviewing and summarizing planning documents, preparing materials for client presentations, and analyzing complex planning issues.
Serve as a trusted advisor to Private Banking clients by constructing creative and technically sound solutions for various client needs.
Independently manage workflow from Relationship Management teams and communicate expectations and timelines to Wealth Planning team.
Collaborate with centers of influence to strengthen relationships, build referral networks, and provide consistent communication on shared client matters.
Assist Wealth Planners in the preparation of articles for publication.
Work with Wealth Planners, regional trust heads, team leaders, and event planners across Private Banking to support client services and business development opportunities.
Actively contribute to and support a positive, energetic, and team-oriented work environment.
Qualifications:
5 + years of experience in the wealth management industry. Experience working with high-net worth individuals and families is a plus.
CFP® designation or desire to pursue designation preferred.
Experience with eMoney is required.
An understanding of estate planning techniques appropriate for high-net worth clients.
Interest and general knowledge of general financial planning concepts.
Experience preparing materials to illustrate client estate plans and financial planning analysis.
Familiarity with Excel, PowerPoint, Visio.
Ability to multitask and independently problem solve.
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.
About BBH:
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
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.