Wealth Planner
Neuberger BermanNew York, New York, United States
Posted March 12, 2026
125000 - 150000 USD
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
The Fraenkel Group is seeking a Wealth Planner to join their NYC office. The Wealth Planner will be responsible for constructing and formulating client wealth planning analyses, supporting the portfolio manager, and providing subject matter expertise on personal finance.
Requirements
- 3+ years of experience in financial planning
- CFP® designation required with prior experience working directly with clients in a planning capacity
- SIE, Series 7 and 66 required (or willingness to attain within firm's timeline) and CFP designation
- Experience with eMoney financial planning software
- Proficiency in Microsoft Office software
- Familiarity with Charles River, Aladdin, Salesforce, FactSet, and Bloomberg
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
