Wealth Planning Analyst

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.

**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 ...

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Submit your application today and join our talented team at Neuberger.

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