Senior Wealth Planner
About The Position
The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm. Working in conjunction with the firm’s wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our client’s financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at NB Private Wealth.
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
Responsibilities
- Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software
- Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings
- Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance
- Conducting eMoney training sessions expanding overall usage of eMoney planning software
- Participating on NB’s wealth planning committee discussing industry best practices and firm level processes
Benefits
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
