Senior Wealth Planner

divh2Senior Wealth Planner/h2pThe Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm./ppWorking in conjunction with the firms wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members./ppExtensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at NB Private Wealth./ppResponsibilities:/pulliConstructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software/liliLeading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings/liliSupporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance/liliConducting eMoney training sessions expanding overall usage of eMoney planning software/liliParticipating on NBs wealth planning committee discussing industry best practices and firm level processes/li/ulpQualifications:/pulli7-10+ years of experience working directly with clients in a financial planning capacity/liliProven track record of consistently meeting or exceeding predetermined key objectives/liliStrong executive presence, active listening, client preparedness, and presentation skills/liliExcellent verbal and written communication skills/liliProficiency in eMoney software/liliCFP designation required/li/ulpCompensation Details/ppThe salary range for this role is $150,000-$215,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees./ppNote: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion, consistent with the law./ppNeuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com./p/div