Senior Wealth Planner - Estate & Tax Strategy Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-09
Listing for:
Neuberger Berman
Full Time
position Listed on 2025-12-09
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Wealth Planner in New York, NY. The role involves constructing wealth planning analyses and supporting advisor teams with client interactions. Candidates should have a CFP designation and substantial experience in financial planning. The salary range is $150,000-$215,000, along with a comprehensive benefits package including bonuses, medical insurance, and 401(k).
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Position Requirements
10+ Years
work experience
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