Wealth Planning Associate

Brown Brothers Harriman & Co.; Pennsylvania; On-site; USD 110,000 - 160,000; Full time

Job summary

Brown Brothers Harriman & Co. is seeking a Wealth Planning Associate to support Wealth Planners and collaborate with Relationship Management and Wealth Planning teams.

The role focuses on delivering proactive wealth planning insights to Private Banking clients and preparing materials for client presentations. The position requires experience in wealth management, familiarity with eMoney, and the ability to multitask in a fast-paced environment.

Qualifications

• 5+ years of experience in the wealth management industry.
• Experience with high-net-worth individuals and families is a plus.
• CFP designation or pursuing designation preferred.
• Experience with eMoney is required.
• Familiarity with Excel, PowerPoint, and Visio.

Responsibilities

• Maintain wealth planning inventories and organize items for long-term team planning.
• Review and summarize planning documents, prepare client presentation materials, and analyze complex planning issues.
• Serve as a trusted advisor by constructing creative and technically sound solutions for client needs.
• Independently manage workflow from Relationship Management teams and communicate timelines to Wealth Planning team.
• Collaborate with centers of influence to strengthen relationships and build referral networks.
• Assist Wealth Planners in preparing articles for publication.
• Support client services and business development across Private Banking.
• Contribute to a positive, energetic, team-oriented work environment.

Skills

Wealth planning experience

Client relationship management

CFP designation

Tools

Excel

PowerPoint

Visio

Job description

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

• 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.

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 stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often - pushing the boundaries of innovation. 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. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.

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. Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors. As a private partnership, we are uniquely built to put clients first and create success that lasts. We believe our success starts with yours.

At BBH, partnership is more than just a form of ownership - it's our approach to business and relationships. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective. BBHers can pick up the phone and call any colleague, and they are happy to help - which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

Delivering for our clients and each other energizes us. 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. 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. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.