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Brown Brothers Harriman · 5 hours ago

Senior Wealth Planner

Philadelphia, PA

Full-time

Onsite

Senior Level

7+ years exp

Brown Brothers Harriman is a premier global financial services firm, and they are seeking a Senior Wealth Planner to join their Private Banking team in Philadelphia. The role involves collaborating with relationship management and banking teams to provide integrated trust, estate, philanthropic, and tax guidance to high-net worth clients, as well as contributing to business development efforts.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Providing support to the Philadelphia RM team by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues

Serving as a trusted advisor directly to Private Banking clients by combining estate planning education, analysis, and guidance with a proactive ability to assist with related investment and asset allocation issues

Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction

Contribute to the growth of the Private Banking business through obtaining referrals and gathering additional assets from existing clients

Make an important contribution to winning the business of prospects identified by others by developing strong relationships with these potential clients through value-add advice and guidance

Author articles on internal and external publication platforms and speak at external engagements if needed

Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonprofit events, and other channels

Work with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners across Private Banking to plan and execute specific BBH sponsored marketing materials and events

Qualification

TrustsEstates lawEstate planning techniquesHigh-net worth client experienceJD requiredLLMCPANumbercruncherExcelPowerPointEMoneyNetworking skillsMultitaskingProblem solving

Required

JD required; LLM or CPA a plus

Minimum 7 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million)

Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients

Experience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney

Ability to multitask and independently problem solve

Strong networking skills

Benefits

High-quality benefits program emphasizing good health, financial security, and peace of mind

Volunteer opportunities to give back to your community and help transform the lives of others

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)