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Wealth Planner - NYC, CFP & eMoney Expert

Job in New York, New York County, New York, 10261, USA
Listing for: Neuberger Berman
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Location: New York

A financial services firm based in New York, NY is seeking a Wealth Planner to join their Fraenkel Group. The ideal candidate will have at least 3 years of experience in financial planning and a CFP designation. Responsibilities include constructing wealth planning analyses, providing administrative support, and conducting training on financial planning software. The position offers a competitive salary range of $125,000-$150,000 and is on-site.
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