Senior Private Client Advisor – HNW Families & Offices

Brown Advisory Incorporated; Washington (District of Columbia); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program participation incentive

401(k) with employer match

Job summary

Brown Advisory Incorporated is seeking experienced professionals for a client service role in Washington D.C. Ideal candidates will have a strong background in finance and a passion for working with high net worth families. Responsibilities include managing client needs and collaborating with various advisors.

The role requires a Bachelor's degree, a minimum of ten years' experience, and a proven ability in trust administration. The salary range is $120-140k, with various benefits opportunities.

Qualifications

• Minimum of ten (10) years of relevant work experience.
• Experience with Trusts and Fiduciary-based relationships.
• CTFA preferred.

Responsibilities

• Responsible for all aspects of client service-related activity.
• Effective communication with internal and external contacts.
• Ownership of collaboration with outside advisors.

Skills

Client service

Trust administration

Communication

Problem-solving

Leadership

Education

Bachelor’s degree in Finance or Business

Job description

Brown Advisory Incorporated is seeking experienced professionals for a client service role in Washington D.C. Ideal candidates will have a strong background in finance and a passion for working with high net worth families. Responsibilities include managing client needs and collaborating with various advisors.

The role requires a Bachelor's degree, a minimum of ten years' experience, and a proven ability in trust administration. The salary range is $120-140k, with various benefits opportunities.