Strategic Advisor
Brown AdvisoryAustin, Texas, United States
Posted May 21, 2025
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 seeking a Strategic Advisor to provide holistic financial guidance to clients based out of their Austin office. The role involves developing and executing plans on a wide range of issues in coordination with clients' outside advisors.
Requirements
- JD or CPA required
- 10+ years of experience in estate planning, wealth management, or business and tax planning
- Sophistication and technical expertise to provide advice on a broad range of wealth management and strategic planning strategies
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
- 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)
