Wealth Planner
Neuberger Berman
About 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.
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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and employee contacts for Neuberger Berman.
Salary
$125k – $150k
per year