Wealth Planner; CFP - Client-Focused Financial Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
Neuberger Berman
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Location: New York
A financial services firm is seeking a Wealth Planner for its NYC office. The ideal candidate will have 3+ years of financial planning experience and a CFP® designation. Responsibilities include constructing wealth planning analyses, supporting portfolio management, and providing administrative assistance. Proficiency in eMoney software and strong organizational skills are essential. The salary range for this role is $125,000-$150,000, with no visa sponsorship available for applicants.
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