Wealth Planning Analyst

We are seeking a Financial Planning Analyst to join the Wealth Planning Department to support the scaling of financial plan generation and client analysis delivery. You will primarily support Senior Wealth Planners, including building client profiles in eMoney, managing the client portal for account aggregation and administration, and contributing to ad-hoc projects as needed.

Responsibilities

• Input client-level data into eMoney financial planning software to support wealth planning analyses
• Lead and manage ad-hoc projects within the Wealth Planning Group
• Serve as the first point of contact and support for Neuberger wealth advisors and portfolio managers
• Manage day-to-day administrative functions within eMoney software

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field
• 1–2 years of relevant work experience or a finance-related internship preferred
• Strong quantitative and financial analytical skills with high attention to detail
• Proficient in Excel, including data organization, modeling, and analysis
• Excellent written and verbal communication skills
• Quick learner with strong critical thinking and problem-solving abilities
• Familiarity with AI tools a plus
• SIE, Series 7, and Series 66 (or 63 & 65) required, or to be obtained within 3–6 months of hire
• CFP designation preferred or in progress

Note: This position is eligible for a discretionary bonus as part of the total compensation package.

Compensation Details

The salary range for this role is $60,000–$70,000. This range reflects the good-faith believed pay at the time of posting and may be adjusted based on factors such as education, qualifications, experience, location, and performance. The role is eligible for a discretionary bonus and a comprehensive benefits package including paid time off, medical/dental/vision insurance, retirement, life insurance, and other benefits to eligible employees.

Note: No amount of pay is considered wages or compensation until earned, vested, and determinable. The availability of any bonus, commissions, or other compensation is at the Company’s sole discretion unless paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment on any protected characteristic. If you need assistance completing the application process or have accessibility needs, please contact onlineaccommodations@nb.com.

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