Wealth Planning Analyst

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.

• 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.
• Familiarity with AI tools a plus.
• Strongly desired: SIE, Series 7, and Series 66 (or 63 & 65) required, or to be obtained within 3–6 months of hire.
• CFP designation preferred or in progress.
• Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

The salary range for this role is $60,000-$70,000. This range may be modified in the future. The role is eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of the total comprehensive package.

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.