Senior Wealth Planner
Neuberger BermanNew York, New York, United States
Posted October 31, 2025
150000 - 215000 USD year
Full Time
About the Company
Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with over 2,800 employees in 26 countries. The firm manages $538 billion of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm has been named by Pensions & Investments as the #1 or #2 Best Place to Work in Money Management for each of the last eleven years (firms with more than 1,000 employees). Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of June 30, 2025.
Job Description
Neuberger Berman Estate and Wealth Planning Group, part of the real estate and wealth planning group, delivers estate and wealth planning advice to high-net-worth clients. This role focuses on client analysis, retirement planning, and partnership with internal team members. The Senior Wealth Planner will lead the analysis of client finances, conduct discussions, and contribute expertise on all matters related to personal finance.
Requirements
- 7-10+ 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
- Excellent verbal and written communication skills
- Proficiency in eMoney software
Benefits
- medical/dental/vision insurance
- 401(k)
- life insurance
