Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. 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. 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. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 900 colleagues worldwide, all of whom are equity owners of the firm.
Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Position Summary
At Brown Advisory, the Strategic Advisory team provides advice to, and helps design and implement customized solutions for, sophisticated clients around 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 will 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
Learn and utilize our Financial Planning software to help with cash flow modeling and capital sufficiency analysis
Contribute to the creation of core client deliverables, such as balance sheets, graphical estate plan summaries, and estate flow illustrations
Assist in the management of client relationships in coordination with the Strategic Advisory, Investment, and Client Service teams
Demonstrate an interest in developing knowledge of personal tax, estate planning, retirement savings strategies, philanthropic planning, impact investing, and various investment strategies
Stay abreast of major tax or legislative updates that impact our clients
Contribute to advice to clients around retirement plans/IRAs, life insurance, and liability insurance.
Coordinate presentations of the firm’s Strategic Advisory capabilities, including developing content for prospective clients and their advisors
Organize timely and relevant content for internal and external audiences in coordination with broader team
Act as self-starter capable of operating independently with a high level of direct responsibility, while maintaining strong ties to the Strategic Advisory team
Job Requirements
Bachelor’s degree required; degree in Finance, Economics or related subject preferred
Progress towards or completion of JD, CPA or CFP preferred
CFP or progress towards a CFP strongly preferr
Minimum of 3 years’ experience within the industry; 3 -7 years’ experience 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
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
Exhibits an entrepreneurial spirit and will develop ways to contribute to the growth of the firm
Exceptional organizational skills and strong ability to prioritize tasks
Ability to work in the Chapel Hill 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
• Gym membership discounts
• Fitness event fee reimbursement
• Corporate 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.
