Brown Brothers Harriman (BBH)

Wealth Planner

New York · Part-time

Sponsorship not specified$190k-$220kDetected 30 days ago

LLMsBusiness DevelopmentExcelMentoringPublic SpeakingMicrosoft Office

About the role

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships.
We know that supporting your professional and personal goals is the best way to help our clients and advance our business.
Job Description Join us as a Wealth Planner Brown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in New York.

With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.
In this role you will support the Senior Wealth Planner in New York and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm's current and prospective Private Banking 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.
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
Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges.
Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts.
Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers.

Minimum 4 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
A collaborative environment that enables you to step outside your role to add value wherever you can
Opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm
JD required
Strong networking skills
What We Offer:
Direct access to clients, information, and experts across all business areas around the world
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

Delivering for our clients and each other energizes us.
BBHers can pick up the phone and call any colleague, and they are happy to help.

$190,000 - $220,000 plus annual incentive
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.
The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations.

This role may be subject to a part-time schedule or a flexible work arrangement that incorporates telecommuting.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

This listing is sourced directly from Brown Brothers Harriman (BBH)'s careers page and normalized into a canonical job model.