Wealth Planning Associate

Brown Brothers Harriman & Co.; Philadelphia (Philadelphia County); On-site; USD 95,000 - 130,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Wealth Planning Associate to support Wealth Planners, collaborating with Relationship Management and Wealth Planning teams to deliver proactive wealth planning insights to Private Banking clients.

You will maintain wealth planning inventories, prepare client presentations, analyze complex planning issues, and serve as a trusted advisor to high‑net‑worth clients, coordinating with regional trust heads and event planners to support client services and

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 required.
• 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.

Responsibilities

• Maintain miscellaneous wealth‑planning inventories and organize outstanding items for long‑term team planning strategies.
• Support 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 the 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.

Skills

Wealth management

Client advisory

Multitasking

Communication

Education

CFP designation

Tools

Excel

PowerPoint

Visio

Job description

Wealth Planning Associate

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. You will support Wealth Planners in their daily and long‑term tasks, collaborating with the Relationship Management and Wealth Planning teams to deliver proactive wealth planning collateral and insight to our Private Banking clients.

Key Responsibilities

• Maintain miscellaneous wealth‑planning inventories and organize outstanding items for long‑term team planning strategies.
• Support 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 the 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 required.
• 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 and transferrable skillsets. If your career hasn’t followed a traditional path or does not meet every qualification listed, 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, and technology solutions. With a 200‑year legacy, we serve sophisticated clients—wealthy families, institutions, and private businesses—focusing on partnership and long‑term success.

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.