Wealth Planner

New York City, NY - USA

Monthly Salary: $ 125000 - 150000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

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 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. CFP designation required with prior experience working directly with clients in a planning capacity
SIE Series 7 and 66 required (or willingness to attain within firms 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 andmeet clear deadlines
Detail oriented

Compensation Details

The salary range for this role is $125000-$150000. 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 employees 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 Companys sole discretion unless and until paid and may be modified at the Companys 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 .

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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 goal is to deliver solid long-term performance with a portfolio strategy that emphasizes c...