Brown Brothers Harriman (BBH) is recruiting a Sr. Wealth Planner to join our Private Banking team in Boston. You will collaborate with an existing Senior Wealth Planner to deliver proactive guidance on trust, estate, philanthropic and tax matters for current and prospective clients.
You will engage with local trusts, estates and tax communities to stay current and foster valuable connections, while supporting relationship management and banking teams in delivering integrated advice.
#J-18808-LjbffrSenior Wealth Planner - Trusts, Estates & Private Banking in boston at Unknown Company
This position is listed as full time and onsite.