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Brown Brothers Harriman · 2 hours ago

Senior Wealth Planner

Boston, MA

Full-time

Onsite

Senior Level

$170K/yr - $230K/yr

7+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm known for its partnership approach to client management. They are seeking a Senior Wealth Planner to join their Private Banking team in Boston, responsible for providing estate planning, tax guidance, and business development to high-net-worth clients.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Providing support to the Boston 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 experienceNumbercruncherEMoneyNetworking skillsMultitaskingExcelPowerPointProblem 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

A collaborative environment that enables you to step outside your role to add value wherever you can

Direct access to clients, information, and experts across all business areas around the world

Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm

A culture of inclusion that values each employee’s unique perspective

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

Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

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

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)