Wealth Advisor Associate - Vice President

Neuberger Berman Group

New York, NY, United States
Base: $100,000-$115,000; bonus/equity: discretiona...
On-site
Client service and operational execution
Investment strategy support
Wealth and estate planning coordination
Serve as day-to-day contact for a defined segment of clients, with increasing advisory involvement over time

Job Summary

  • Serve as day-to-day contact for a defined segment of clients, with increasing advisory involvement over time.
  • Support the lead advisor with investment strategy work, including meeting prep, portfolio reviews, and proposal support.
  • Coordinate wealth plans and estate planning deliverables by managing planning workflows, data gathering, and action item tracking.

Matching Summary

Serve as day-to-day contact for a defined segment of clients, with increasing advisory involvement over time.

Salary

Base: $100,000-$115,000; Bonus/Equity: Discretionary bonus and production compensation; Benefits: Comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • Client service and operational execution
  • Investment strategy support
  • Wealth and estate planning coordination
  • High net worth family service
  • AI enablement for productivity

Nice-to-have

  • Relationship-driven approach
  • Growth-oriented opportunity
  • Continuous improvement mindset

Key Requirements

  • 5-8 years private wealth experience
  • SIE, Series 7 and 66 licenses required
  • Client service and relationship support experience
  • Operational/account maintenance workflows experience
  • Exposure to investment strategy implementation
  • Planning coordination experience

Work Rights

Authorized to work in the United States

Tailored Resume

Cover Letter