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Senior Wealth Planner: Lead HNW Wealth & eMoney
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-16
Listing for:
Neuberger Berman
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A prominent investment firm is seeking a Senior Wealth Planner in New York, responsible for delivering comprehensive wealth planning advice to high-net-worth clients. The ideal candidate will have over 15 years of experience in financial planning, strong communication skills, and be proficient in eMoney software. The role involves training junior team members and leading discussions on financial strategies. The salary range is $150,000-$250,000, with additional benefits and bonuses.
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Position Requirements
10+ Years
work experience
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