Senior Wealth Planner jobs in United States
cer-icon
Apply on Employer Site
company-logo

Neuberger Berman · 9 hours ago

Senior Wealth Planner

positionNew York, NY
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$150K/yr - $250K/yr
date15+ years exp

Neuberger Berman is a firm specializing in wealth management, and they are seeking a Senior Wealth Planner to deliver estate planning advice and analyses to high-net-worth clients. This role involves building relationships with internal partners and overseeing the financial plans created by junior team members.

BankingBusiness DevelopmentFinanceFinancial Services
check
Culture & ValuesbadNo H1Bnote

Responsibilities

Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software
Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings
Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance
Conducting eMoney training sessions expanding overall usage of eMoney planning software
Participating on NB’s wealth planning committee discussing industry best practices and firm level processes

Qualification

EMoney softwareCFP® designationFinancial planningClient communicationTeam managementPresentation skillsActive listening

Required

15+ years of experience working directly with clients in a financial planning capacity
Proven track record of consistently meeting or exceeding predetermined key objectives
Strong executive presence, active listening, client preparedness, and presentation skills
Experience managing and training team members
Deep knowledge of financial planning, insurance, retirement savings vehicles
Excellent verbal and written communication skills
Expert proficiency in eMoney software
CFP® designation required

Benefits

Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits

Company

Neuberger Berman

twittertwittertwitter
Glassdoor4.1
company-logo
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
dateFounded in 1939
location
New York, New York, USA
people-size1001-5000 employees
web-link
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

leader-logo
George Walker
Chairman and CEO
linkedin
leader-logo
Brian Hahn
Managing Director, Senior Wealth Advisor
linkedin

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