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

Qualifications

• 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
• 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

Pay

The salary range for this role is $60,000-$70,000.

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retail
• Life insurance
• Other benefits