Wealth Planning Analyst

We are looking for a Financial Planning Analyst to join the Wealth Planning Department and support the scaling of financial plan generation and client analysis delivery. You will primarily support our 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.

The ideal candidate is an effective communicator, collaborative team player, and highly responsive partner to our advisors. We're looking for someone analytical, solutions-oriented, and comfortable working in a fast-paced environment.

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
  
  

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $60,000-$70,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until 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 because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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