- Neuberger Berman (New York, NY)
- …of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of ... working with complex client relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships ... **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised...and comprehensive analysis of our client's financial situation. The senior wealth planner will also… more
- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies + Provide support as a… more
- Citigroup (New York, NY)
- …the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these ... solutions to our clients.** **Responsibilities:** **Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans** **Work… more