Wealth Planner
Neuberger Berman(1 month ago)
New York, NYOnsiteFull TimeMedior$125,000 - $150,000Finance
Apply NowAbout this role
The Fraenkel Group is seeking a Wealth Planner to join their team in NYC. This position involves formulating client wealth planning analyses and providing support and expertise on personal finance matters. The Wealth Planner will also assist with portfolio management and client account administration while collaborating with team members to enhance financial planning services.
Required Skills
- Wealth Planning
- Financial Analysis
- Client Support
- eMoney Software
- Portfolio Management
Qualifications
- CFP
- SIE
- Series 7
- Series 66
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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