Strategic Advisory Associate
Brown Advisory(6 months ago)
About this role
The Strategic Advisor Associate at Brown Advisory supports senior advisors by preparing financial statements, estate plan summaries, and trust analyses for high‑net‑worth clients. The role involves collaborating with internal teams to coordinate tax, estate and fiduciary matters, and delivering client‑focused presentations and communications.
Required Skills
- Financial Planning
- Estate Planning
- Tax Planning
- Client Management
- Presentation Development
- Research
- Communication
- Organization
- Teamwork
- Analysis
Qualifications
- Bachelor's Degree
- JD
- CPA
- CFP
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
Family Wealth Senior Fiduciary Advisor
KeyBank(1 month ago)
Senior Relationship/Trust Advisor, Wealth Management
Northern Trust(1 month ago)
Senior Manager - Estate, Gift and Trust
UHY(4 months ago)
Senior Staff - Estate, Gift & Trust
UHY(1 month ago)
Tax Principal - Estate, Gift & Trust
UHY(1 month ago)
Senior Wealth Advisor
Focus Partners Wealth(1 month ago)