Senior Wealth Planner
Brown Brothers Harriman
About this role
A Sr. Wealth Planner at Brown Brothers Harriman will collaborate with a Senior Wealth Planner and the Relationship Management and Banking teams to provide integrated trust, estate, philanthropic, and tax guidance to Private Banking clients. The role involves engaging with the trusts, estates, and tax community to enhance professional relationships and deliver tailored client solutions.
Skills
Qualifications
About Brown Brothers Harriman
bbh.comAt Brown Brothers Harriman, we serve the most sophisticated individuals and institutions with expertise through our focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.
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About Brown Brothers Harriman
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Brown Brothers Harriman.
Salary
$136k – $182k
per year