Wealth Planning Analyst
Neuberger
Grand Central, Manhattan$105,918 - $105,918 est.Full-timePosted 15h ago
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…
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