Wealth Planning Analyst
New Yorkonsitemid$60K – $70K
Posted 2w ago · via Workday
About this role
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.…
Read the full description on 2200 Neuberger Berman Services's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in New York. We weight your proximity and willingness to relocate.
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