Wealth Planning Specialist | Private Banking

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

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.