Senior Wealth Planner
Neuberger Berman(2 months ago)
HybridFull TimeSenior$150,000 - $250,000Wealth Planning
Apply NowAbout this role
As a Senior Wealth Planner at Neuberger Berman, you will be part of a centralized planning group that provides estate and wealth planning advice to high-net-worth clients. This role involves building strong relationships with wealth advisors and portfolio managers, overseeing financial plans created by junior team members, and serving as the primary contact for the eMoney financial planning software.
Required Skills
- Wealth Planning
- Financial Analysis
- Client Relationship Management
- eMoney Software
Qualifications
- 15+ Years Experience
- CFP® Designation
About Neuberger Berman
nb.comNeuberger 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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