Wealth Planner

divh2Wealth Planner Position/h2pThe Fraenkel Group has 15 members on the team. We follow a consistent approach to portfolio management that focuses on a rigorous decision-making process, buying industry leaders with strong management. Our goal is to deliver solid, long-term performance with a portfolio strategy that emphasizes conservation growth./ppWe are looking for a Wealth Planner in our NYC office to join the Fraenkel Group./ppPrimary Responsibilities:/pulliConstructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis (Monte Carlo Simulation), income tax, estate and risk management strategies/liliSupporting the portfolio manager and members of team by providing subject matter expertise on all matters regarding personal finance/liliAssisting with conducting eMoney training sessions expanding overall usage of eMoney planning software/liliProvide trading and administrative support for active portfolio manager and members of team/liliAllocate executed trades based on target portfolio weighting by PM/liliResponsible for portfolio holdings reports and portfolio analysis/liliObtain and compile data from various sources for internal and external reporting/liliProcess account openings/closings, transfers, and other client requests/liliCreate, monitor, and update financial data reports/liliDaily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances/liliAssist in the creation, coordination, and completion of client reporting/liliPerform ad hoc projects as needed/li/ulpExperience Skills Qualifications:/pulli3+ years of experience in financial planning. CFP designation required with prior experience working directly with clients in a planning capacity/liliSIE, Series 7 and 66 required (or willingness to attain within firms timeline) and CFP designation/liliExperience with eMoney financial planning software/liliProficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook)/liliFamiliarity with Charles River, Aladdin, Salesforce, FactSet, and Bloomberg/liliAbility to prioritize and handle multiple tasks simultaneously in a fast-paced environment/liliStrong time management and organizational skills/liliTeam oriented and yet also be able to work independently with minimal guidance/supervision/liliAbility to take initiative and meet clear deadlines/liliDetail oriented/li/ulpCompensation Details:/ppThe salary range for this role is $125,000-$150,000. 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./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./ppLearn about the Applicant Privacy Notice./p/div