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Brown Advisory · 2 days ago

Wealth Planning Associate

Centerville, DE

Full-time

Onsite

Entry Level

3+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. They are seeking a Wealth Planning Associate to support senior Strategic Advisors in providing customized solutions for sophisticated clients, focusing on tax and estate planning, risk management, and financial planning.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

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

Qualification

JDCPACFPDelaware trust structuresPersonal tax knowledgeEstate planning knowledgeInterpersonal skillsCommunication skillsOrganizational skillsAttention to detail

Required

Bachelor's degree with 3+ years of relevant industry work required

Desire to continuously learn and develop professionally including but not limited to advanced certifications that align with the current and evolving needs of our clients

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