Wealth Planner

Neuberger Berman Group

New York City, New York, USA
Base: $125,000-$150,000; bonus/equity: not specifi...
Retirement cash flow analysis
Asset allocation strategies
Wealth simulation analysis
Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies

Job Summary

  • Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies.
  • Supporting the portfolio manager and members of team by providing subject matter expertise on all matters regarding personal finance.
  • Assisting with conducting eMoney training sessions expanding overall usage of eMoney planning software.

Matching Summary

Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies.

Salary

Base: $125,000-$150,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Retirement cash flow analysis
  • Asset allocation strategies
  • Wealth simulation analysis
  • Income tax planning
  • Estate and risk management
  • eMoney financial planning software

Nice-to-have

  • Team-oriented collaboration
  • Independent work capability
  • Proactive initiative taking

Key Requirements

  • 3+ years of experience in financial planning
  • CFP® designation required
  • SIE, Series 7 and 66 required
  • Prior client-facing planning experience

Work Rights

Must be authorized to work in the United States

Tailored Resume

Cover Letter