Senior Estate Planner - Wealth Advisory Team

Neuberger Berman(5 months ago)

New York, NYOnsiteFull TimeSenior$137,845 - $184,353 (estimated)Private Wealth Management

About this role

As a Senior Estate Planner at Neuberger Berman, you will advise high-net-worth clients on trust and estate planning, tax strategy, and charitable giving. This role emphasizes collaboration with internal and external experts to deliver tailored advice, while also focusing on strengthening client relationships and enhancing wealth management strategies.

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Required Skills

Trust Planning
Estate Planning
Tax Strategy
Client Relationships

Qualifications

J.D.
LL.M. in Taxation

About Neuberger Berman

nb.com

Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.

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