Wealth Planner

Neuberger Berman • New York, NY

2d • $125,000 - $150,000 • Onsite

About The Position

We are looking for a Wealth Planner in our NYC office to join the Fraenkel Group.

Requirements

• 3+ years of experience in financial planning. CFPdesignation 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 (e.g. Word, Excel, PowerPoint, and Outlook)
• Familiarity with Charles River, Aladdin, Salesforce, FactSet, and Bloomberg
• Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment
• Strong time management and organizational skills
• Team oriented and yet also be able to work independently with minimal guidance/supervision
• Ability to take initiative and meet clear deadlines
• Detail oriented

Responsibilities

• Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis (Monte Carlo Simulation), 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
• Provide trading and administrative support for active portfolio manager and members of team
• Allocate executed trades based on target portfolio weighting by PM
• Responsible for portfolio holdings reports and portfolio analysis
• Obtain and compile data from various sources for internal and external reporting
• Process account openings/closings, transfers, and other client requests
• Create, monitor, and update financial data reports
• Daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances
• Assist in the creation, coordination, and completion of client reporting
• Perform ad hoc projects as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees