Wealth Planner
$190,000–$220,000 year
Remote · New York City, New York, United States
Job Summary
Wealth Planner needed to support the Senior Wealth Planner in New York and work with Relationship Management and Banking teams to provide integrated trust, estate, philanthropic, and tax guidance to Private Banking clients. Responsibilities include reviewing estate planning documents, preparing client materials, analyzing estate planning/tax/trust issues, assisting with investment/asset allocation, and helping with trust administration. The role involves business development through referrals, building relationships with high-net-worth communities, authoring articles, and coordinating BBH-sponsored events and materials. Part-time or flexible telecommuting arrangements may be available. JD required; LLM or CPA a plus. Minimum 4 years of trusts and estates experience with high-net-worth clients; proficiency with Excel, PowerPoint, Numbercruncher, and eMoney; strong networking and client-service skills.
Required Qualifications
- JD required
- LLM or CPA a plus
- Minimum 4 years of experience as a practicing trusts and estates lawyer working with high-net-worth clients
- Strong understanding of sophisticated estate planning techniques for high-net-worth clients
- Experience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney
- Ability to multitask and independently problem solve
- Strong networking skills
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