Wealth Planner: Trusts & Estates Expert

Brown Brothers Harriman; New York (NY); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Collaborative environment

Direct client access

Professional growth opportunities

Inclusive culture

Comprehensive benefits

Flexible work options

Volunteer opportunities

Job summary

Brown Brothers Harriman is seeking a Wealth Planner to join the Private Banking team in New York. You will support the Senior Wealth Planner, collaborate with Relationship Management and Banking teams, and deliver integrated trust, estate, philanthropic, and tax guidance to current and prospective Private Banking clients.

You will network with local trusts, estates, and tax communities, enhance client service, and contribute to business development through referrals and content creation while

Qualifications

• JD required; LLM or CPA a plus
• 6-10 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (> $20 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

Responsibilities

• Support the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues
• Serve as a trusted advisor to Private Banking clients by combining estate planning education, analysis, and guidance with related investment and asset allocation support
• Act as a resource for Relationship Management and Bankers on trust administration and estate planning to ensure client satisfaction
• Grow Private Banking through referrals and attracting assets from existing clients
• Develop relationships with high-net-worth prospects through value-added advice and events
• Author articles and speak at external engagements to build BBH presence

Skills

Estate planning

High-net-worth client service

Networking

Analytical skills

Multitasking

Education

JD

LLM or CPA a plus

Tools

Numbercruncher

Excel

PowerPoint

eMoney

Job description

Brown Brothers Harriman is seeking a Wealth Planner to join the Private Banking team in New York. You will support the Senior Wealth Planner, collaborate with Relationship Management and Banking teams, and deliver integrated trust, estate, philanthropic, and tax guidance to current and prospective Private Banking clients.

You will network with local trusts, estates, and tax communities, enhance client service, and contribute to business development through referrals and content creation while