Brown Advisory

Brown Advisory

Private Client Relationship Advisor

Boston, MA

No sponsorship$125k-$150kDetected 30 days ago
AccountingProcess ImprovementLeadershipCommunicationProblem Solving

About the role

  • Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.
  • 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.

Responsibilities

  • Organize and manage meetings from start to finish
  • Collaborate with outside advisors concerning client's personal, trust and other entities tax information

Requirements

  • Bachelor's degree and minimum of ten (10) years of relevant work experience
  • Experience with Trusts and Fiduciary accounts
  • Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
  • Desire to learn and the ability to learn quickly
  • Ability to multi-task and adapt to changing priorities to meet client demands

Compensation

  • Does not include bonus or long-term incentive eligibility (if applicable).

Benefits

  • At Brown Advisory we offer a competitive compensation package, including full benefits.
  • Wellness program participation incentive
  • Financial wellness program
  • Fitness event fee reimbursement
  • Gym membership discounts
  • Telemedicine Program (for those enrolled in Medical)
  • Adoption Benefits
  • Daycare late pick-up fee reimbursement
  • Short Term Disability
  • Paid parental leave
  • Group Long Term Disability
  • 401(k) (50% employer match up to IRS limit, 4 year vesting)

Company info

  • 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.

Visa & Work Authorization

  • 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 s
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This listing is sourced directly from Brown Advisory's careers page and normalized into a canonical job model.