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

Requirements

• 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
• #LI-JG3
• #LI-Hybrid
• 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.
• Compensation Details
• Learn about the Applicant Privacy Notice .

Benefits

Additional Information

We are looking for a Financial Planning Analyst to join the Wealth Planning Department and support the scaling of financial plan generation and client analysis delivery. You will primarily support our Senior Wealth Planners - including building client profiles in eMoney, managing the client portal for account aggregation and administration, and contributing to ad-hoc projects as needed. The ideal candidate is an effective communicator, collaborative team player, and highly responsive partner to our advisors. We're looking for someone analytical, solutions-oriented, and comfortable working in a fast-paced environment.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at nb? Share your experience