Senior Wealth Planner
Neuberger BermanNew York, New York, United States
Posted April 9, 2026
150000 - 250000 USD
Full Time
About the Company
Neuberger Berman is a global investment manager with a 75-year history of helping clients build a stronger financial future.
Job Description
The Neuberger Berman Estate and Wealth Planning Group is seeking a Senior Wealth Planner to work with high-net-worth clients and deliver comprehensive financial planning advice.
Requirements
- 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
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
