Wealth Planner at NNBI Holdings Pty Ltd

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jun, 26

Salary

150000.0

Posted On

23 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Planning, Retirement Cash Flow, Asset Allocation, Wealth Simulation Analysis, Monte Carlo Simulation, Income Tax, Estate Management, Risk Management, Portfolio Management, eMoney, Trading Support, Administrative Support, Portfolio Holdings Reports, Data Compilation, Account Processing, Financial Data Reporting

Industry

Financial Services

Description

Business Overview: The Fraenkel Group has 15 members on the team. We follow a consistent approach to portfolio management that focuses on a rigorous decision-making process, buying industry leaders with strong management. Our goal is to deliver solid, long-term performance with a portfolio strategy that emphasizes conservation growth. Position Overview: We are looking for a Wealth Planner in our NYC office to join the Fraenkel Group. Primary Responsibilities: Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis (Monte Carlo Simulation), income tax, estate and risk management strategies Supporting the portfolio manager and members of team by providing subject matter expertise on all matters regarding personal finance Assisting with conducting eMoney training sessions expanding overall usage of eMoney planning software Provide trading and administrative support for active portfolio manager and members of team Allocate executed trades based on target portfolio weighting by PM Responsible for portfolio holdings reports and portfolio analysis Obtain and compile data from various sources for internal and external reporting Process account openings/closings, transfers, and other client requests Create, monitor, and update financial data reports Daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances Assist in the creation, coordination, and completion of client reporting Perform ad hoc projects as needed Experience & Skills Qualifications: 3+ years of experience in financial planning. CFPdesignation required with prior experience working directly with clients in a planning capacity SIE, Series 7 and 66 required (or willingness to attain within firm’s timeline) and CFP designation Experience with eMoney financial planning software Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook) Familiarity with Charles River, Aladdin, Salesforce, FactSet, and Bloomberg Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment Strong time management and organizational skills Team oriented and yet also be able to work independently with minimal guidance/supervision Ability to take initiative and meet clear deadlines Detail oriented Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $125,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

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Responsibilities

The primary responsibilities involve constructing and formulating client wealth planning analyses covering retirement, asset allocation, tax, and estate strategies, while also supporting the portfolio manager with subject matter expertise on personal finance matters. This role also includes providing trading and administrative support, managing portfolio reports, and processing client account requests.