Wealth Planning Analyst: Client Data & Analysis Partner

Neuberger

New York, NY

JOB DETAILS
SALARY
$60,000–$70,000 Per Year
SKILLS
Accounting, Analysis Skills, Channel Strategies, Communication Skills, Customer/Client Research, Data Analysis, Data Management, Finance, Financial Analysis, Financial Planning
LOCATION
New York, NY
POSTED
2 days ago

Neuberger is seeking a Financial Planning Analyst for their Wealth Planning Department in New York. The ideal candidate will support Senior Wealth Planners by building client profiles in eMoney, managing data for financial analyses, and leading various projects.This role requires strong analytical and communication skills, proficiency in Excel, and a Bachelor's degree in Finance or Accounting. A range of salary from $60,000 to $70,000 is available, along with a comprehensive benefits package.#J-18808-Ljbffr

About the Company

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Neuberger