Strategic Advisor
Brown Advisory(9 months ago)
About this role
The Strategic Advisor at Brown Advisory in Austin provides holistic financial guidance to high‑net‑worth families, covering tax, estate, retirement, and philanthropic planning. Working closely with Private Client Portfolio Managers, the role coordinates with external advisors to develop and execute comprehensive wealth‑management strategies.
Required Skills
- Strategic Planning
- Tax Planning
- Estate Planning
- Retirement Planning
- Client Relationship
- Business Development
- Investment Strategies
- Financial Analysis
- Presentation Skills
- Team Collaboration
+2 more
Qualifications
- JD
- CPA
About Brown Advisory
brownadvisory.comWe are an independent investment management and strategic advisory firm committed to first-class performance, advice and service.
View more jobs at Brown Advisory →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Brown Advisory
Similar Jobs
Tax Senior Associate - Ultra High Net Worth
RSM US LLP(1 month ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
Associate Wealth Advisor
Focus Partners Wealth(25 days ago)
Tax Estate Planner
TD Bank Group(19 days ago)
Wealth Planning Consultant, Senior Specialist
Our Group(14 days ago)
Sr. Wealth Advisor (Hybrid - Columbus, OH)
Mercer Advisors(10 days ago)