Wealth Planning Associate

Brown Brothers Harriman; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Job summary

Brown Brothers Harriman is seeking a Wealth Planning Associate to support Wealth Planners in daily and long-term tasks within Private Banking.

You will collaborate with Relationship Management and Wealth Planning teams to deliver proactive wealth planning insights for current and prospective clients.

Qualifications

• 5+ years of experience in the wealth management industry.
• Experience working with high-net worth individuals and families is a plus.
• CFP designation preferred.

Responsibilities

• Support Wealth Planners in daily and long-term tasks.
• Collaborate with Relationship Management and Wealth Planning teams to deliver client insights and materials.
• Prepare materials for client presentations and publications.
• Assist in building proactive and integrated wealth planning collateral.
• Communicate with Private Banking clients and centers of influence.
• Support client services and business development opportunities.
• Maintain organized inventories for planning workflows.

Skills

Wealth management

Client relationship management

Education

CFP designation

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. 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. They 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 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 value individuals and families is a plus.
• CFP® designation or desire to pursue designation preferred.