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Senior Wealth Planner

6 hours ago

New York, New York, United States Neuberger Berman Full time $150,000 - $250,000

Summary:

The 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.

Working in conjunction with the firm's 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 client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members.

Extensive 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.

Responsibilities:

  • Constructing 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

  • Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings

  • Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance

  • Conducting eMoney training sessions expanding overall usage of eMoney planning software

  • Participating on NB's wealth planning committee discussing industry best practices and firm level processes

Qualifications:

  • 15+ years of experience working directly with clients in a financial planning capacity

  • Proven track record of consistently meeting or exceeding predetermined key objectives

  • Strong executive presence, active listening, client preparedness, and presentation skills

  • Experience managing and training team members

  • Deep knowledge of financial planning, insurance, retirement savings vehicles

  • Excellent verbal and written communication skills

  • Expert proficiency in eMoney software

  • CFP designation required

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Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $150,000-$250,000. 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 employee's 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, retirement, life insurance and other benefits to eligible employees.Note: 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 Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Neuberger 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

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