Private Client Relationship Advisor
Brown AdvisoryBoston, Massachusetts, United States
Posted March 3, 2026
100000 - 125000 USD
Full Time
About the Company
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.
Job Description
Brown Advisory is an independent investment management and strategic advisory firm seeking a Private Client Relationship Advisor to work with high net worth families and family offices, handling client service and administration tasks.
Requirements
- Bachelor’s degree
- Minimum of ten (10) years of relevant work experience
- Experience with Trusts and Fiduciary accounts
- Knowledge of a variety of accounting tasks
- Strong management skills and leadership experience
Benefits
- Medical
- Dental
- Vision
- Wellness program participation incentive
- Financial wellness program
- Fitness event fee reimbursement
- Gym membership discounts
- Colleague Assistance Program
- Telemedicine Program
- 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)