Wealth Planning Associate

Brown Investment Advisory & Trust•Centreville, DE

14d•Onsite

About The Position

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a professional and client-focused individual to serve as a Strategic Advisor Associate based out of our Delaware office location. At Brown Advisory, the Strategic Advisory team designs and implements customized solutions for sophisticated clients with respect to tax planning, estate planning, risk management planning, business planning, philanthropic and impact planning, financial planning, and related matters. The team is comprised primarily of Attorneys (typically with a tax and/or estate planning background), Accountants, and Certified Financial Planners. Strategic Advisory Associates provide support to more senior Strategic Advisors as part of a collaborative client team for a broad array of individual, family and trust portfolios. About You: Passionate about working with families and helping them build long term plans for wealth preservation and transfer. Enjoys partnering with smart, innovative and solution-based colleagues. Loves details and sharp presentations. Excited about the ability to use technology to drive planning outcomes.

Requirements

Bachelor’s degree with 3+ years of relevant industry work required
Ability to understand complex documentation related to account structures, trusts, etc.
Ability to multi-task and adapt to changing priorities to meet client demands
Demonstrates professional maturity and discretion in handling confidential and delicate client issues
Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
Must be self-motivated, a team player, and have strong interpersonal skills
Exhibits excellent communication skills, both verbal and written
Possesses an entrepreneurial spirit and will develop ways to contribute to the growth of the firm
Exceptional organizational skills, attention to detail and strong ability to prioritize tasks
Ability to work in the Delaware office five days a week
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Nice To Haves

Progress towards or completion of JD, CPA or CFP preferred
Knowledge of Delaware trust structures and administrative processes preferred.

Responsibilities

Contribute to the creation of core deliverables on the Strategic Advisory team by developing personal financial statements, graphical estate plan summaries, estate flows or waterfalls and trust summaries for client relationships
Coordinate presentations of the firm’s Strategic Advisory capabilities, including developing content for prospective clients and their advisors
Quarterback planning and advice delivery with the entire client team. This includes communicating with clients and third-party client advisors (such as accountants and lawyers) to track progress on estate planning activities
Understand fiduciary issues relevant to client relationships; partner with internal teams to analyze and coordinate tax, estate planning, and fiduciary matters for clients
Develop knowledge of personal tax, estate planning, retirement savings strategies, philanthropic planning, impact investing, and various investment strategies with goal of becoming a Strategic Advisor in time
Stay abreast of major tax or legislative updates that impact our clients
Act as self-starter capable of operating independently with a high level of direct responsibility, while maintaining strong ties to the Strategic Advisory and Private Client teams