Wealth Planning Analyst
About The Position
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.
Requirements
- 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
- SIE, Series 7, and Series 66 (or 65 & 63) required, or to be obtained within 3–6 months of hire
Nice To Haves
- Familiarity with AI tools a plus
- CFP designation preferred or in progress
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
Benefits
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
