Neuberger Berman · 2 days ago
Wealth Planner
New York, NY
Full-time
Onsite
Mid Level
$125K/yr - $150K/yr
3+ years expNeuberger Berman is a leading investment management firm, and they are seeking a Wealth Planner to join the Fraenkel Group in their NYC office. The role involves constructing client wealth planning analyses and providing support to the portfolio manager and team members on personal finance matters.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis (Monte Carlo Simulation), income tax, estate and risk management strategies
Supporting the portfolio manager and members of team by providing subject matter expertise on all matters regarding personal finance
Assisting with conducting eMoney training sessions expanding overall usage of eMoney planning software
Provide trading and administrative support for active portfolio manager and members of team
Allocate executed trades based on target portfolio weighting by PM
Responsible for portfolio holdings reports and portfolio analysis
Obtain and compile data from various sources for internal and external reporting
Process account openings/closings, transfers, and other client requests
Create, monitor, and update financial data reports
Daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances
Assist in the creation, coordination, and completion of client reporting
Perform ad hoc projects as needed
Qualification
Required
3+ years of experience in financial planning
CFP® designation required with prior experience working directly with clients in a planning capacity
SIE, Series 7 and 66 required (or willingness to attain within firm's timeline) and CFP designation
Experience with eMoney financial planning software
Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook)
Familiarity with Charles River, Aladdin, Salesforce, FactSet, and Bloomberg
Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment
Strong time management and organizational skills
Team oriented and yet also be able to work independently with minimal guidance/supervision
Ability to take initiative and meet clear deadlines
Detail oriented
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
H1B Sponsorship
Neuberger Berman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (36)
2023 (27)
2022 (26)
2021 (24)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
Recent News
Private Equity Wire
2026-01-13
Portfolio Adviser
2026-01-07
2026-01-07
Company data provided by crunchbase