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Private Client Relationship Advisor @ Brown Advisory

Washington, District of Columbia, United StatesOnsiteFull TimePosted 85 days ago

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About this role

Private Client Relationship Advisor at Brown Advisory. Location: Washington, District of Columbia, United States. Role: manage client service, coordinate outside advisors, prepare client communications Requirements: Bachelor’s degree in Finance or Business; 10+ years of relevant experience; experience with trusts and fiduciary relationships; CTFA preferred; strong client service and communication; able to work in Washington D.C.; authorized to work in the United States. Category: Finance and Accounting Seniority: Senior Level Certifications: ctfa Commitment: Full Time, Contract, Internship, Temporary, Seasonal, Volunteer Workplace: Onsite Languages: English

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Private Client Relationship Advisor at Brown Advisory | ResuMinder Jobs