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Neuberger Berman · 6 days ago

Wealth Planner

New York, NY

Full-time

Hybrid

Mid Level

$125K/yr - $150K/yr

3+ years exp

Neuberger Berman is seeking a Wealth Planner to join the Fraenkel Group in their NYC office. The role involves constructing client wealth planning analyses, supporting portfolio management, and providing expertise in personal finance.

BankingBusiness DevelopmentFinanceFinancial Services

Culture & Values

No H1B

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

CFP® designationFinancial planning experienceEMoney softwareSIESeries 7Microsoft OfficeCharles RiverAladdinSalesforceFactSetBloombergTime managementOrganizational skillsTeam orientedDetail oriented

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

Glassdoor4.1

Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.

Founded in 1939

New York, New York, USA

1001-5000 employees

http://www.nb.com

Funding

Current Stage

Public Company

Total Funding

$18.5M

2017-01-31Post 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

Benzinga.com

Anthony Scaramucci Once Revealed What He Did After Discovering His Dad's Hours Were Cut During The 1975 Recession: 'He Needed That Money By Hour…'

2026-01-16

Bizjournals.com Feed (2025-11-12 15:43:17)

Ryan LLC to sell stake to Neuberger Berman

2026-01-16

Private Equity Wire

Onex raises $1.6bn continuation fund ahead of flagship relaunch

2026-01-13

Company data provided by crunchbase