Strategic Advisor

Strategic Advisor Position

Brown Advisory is currently seeking a professional and client-focused individual to fill a Strategic Advisor role based out of our Austin office location. Strategic Advisors are essential in Brown Advisory's effort to provide holistic financial guidance to clients. They are professionals (typically, attorneys, accountants or financial planners) with expertise in various related planning topics, including tax planning, trust and estate planning, accounting, fiduciary matters, and business advisory.

Paired with a Private Client Portfolio Manager, a Strategic Advisor ("SA") is responsible for developing and executing plans on a wide range of issues in coordination with a client's outside advisors, including :

• Income and tax planning
• Cash-flow planning
• Retirement planning
• Trust and estate advisory
• Asset-titling advice
• Lending advisory
• Trustee services
• Planning for life events
• Handling specialty assets
• Executive compensation planning
• Generational asset transfer
• Family business transfer
• Pre-liquidity planning
• Insurance advisory
• Philanthropic advice
• Family office (advisory) services

Responsibilities include :

Personal attributes include :

Qualifications include :

At Brown Advisory we offer a competitive compensation package, including full 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 (for those enrolled in Medical) 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)

Brown Advisory is an Equal Employment Opportunity Employer.