Senior Wealth Planner
Neuberger Berman
About 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.
Skills
Qualifications
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.
Recent company news
Neuberger Berman2025 Proxy Season in Review
1 week ago
MarketBeatNeuberger Berman Group LLC Raises Holdings in Stantec Inc. $STN
4 days ago
MarketBeatNeuberger Berman Group LLC Grows Stake in Kenvue Inc. $KVUE
4 days ago
Neuberger BermanLessons from First Brands and Tricolor
Oct 14, 2025
MarketBeatNeuberger Berman Group LLC Lowers Position in Box, Inc. $BOX
4 days ago
About Neuberger Berman
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Neuberger Berman.
Salary
$150k – $250k
per year