Strategic Advisory Associate

Brown AdvisoryDover, DE, US

30+ days ago

Job type

Full-time

Job description

Strategic Advisor Associate

Brown Advisory is seeking a professional and client-focused individual to serve as a Strategic Advisor Associate based out of our Delaware office location.

At Brown Advisory, the Strategic Advisory team designs and implements customized solutions for sophisticated clients with respect to tax planning, estate planning, risk management planning, business planning, philanthropic and impact planning, financial planning, and related matters. The team is comprised primarily of Attorneys (typically with a tax and / or estate planning background), Accountants, and Certified Financial Planners. Strategic Advisory Associates provide support to more senior Strategic Advisors as part of a collaborative client team for a broad array of individual, family and trust portfolios.

Position 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
Assist in the management process of client relationships in coordination with the Strategic Advisory and Private Client teams
Understand fiduciary issues relevant to client relationships; partner with internal teams to analyze and coordinate tax, estate planning, and fiduciary matters for clients
Demonstrate an interest in developing 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
Organize timely and relevant content for internal and external audiences in coordination with broader team
Communicate with clients and third-party client advisors (such as accountants and lawyers) to track progress on estate planning activities
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

Job Requirements :

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

Progress towards or completion of JD, CPA or CFP preferred

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

Knowledge of Delaware trust structures and administrative processes preferred.

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

Benefits :

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

Brown Advisory is an Equal Employment Opportunity Employer.

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Strategic Associate • Dover, DE, US