Full-Time

Wealth Advisor Associate

Confirmed live in the last 24 hours

Neuberger Berman

Neuberger Berman

Compensation Overview

$100k - $110kAnnually

+ Bonus

Senior

San Francisco, CA, USA

Job must be performed in California.

Category
Asset Management
Finance & Banking
Requirements
  • Education: BA/BS required; MBA and/or CFA/CIMA/CFP preferred
  • Professional licenses: Series 7 and 66 required.
  • Industry experience: Minimum of 10 years within the wealth management industry.
  • Demonstrated experience handling complex financial planning.
  • Expertise in managing the financial needs of high net worth clients.
  • Ability to partner with client's other advisors (e.g., attorney, accountant, etc.), while demonstrating proficiency in articulating the firm’s value added proposition.
  • Excellent interpersonal, teamwork and communication skills.
  • Flexibility to travel.
Responsibilities
  • Serve as regular point of contact for high net worth clients, endowments, foundations and family offices seeking solutions to complex issues including portfolio asset allocation and implementation, retirement planning, philanthropy, and estate planning.
  • Provide world-class client service and investment advice tailored to the unique investment objectives, financial goals, suitability and risk tolerance of each client.
  • Use broad understanding of the financial markets and the firm’s products to match appropriate solutions and services with each client’s financial circumstances, needs and objectives.
  • Responsible for building and strengthening client relationships with Neuberger Berman.
  • Establish credibility as a source of trustworthy advice by prioritizing the client’s investment objectives.
  • Develop a consultative approach toward clients and prospects.
  • Seek opportunities to grow business by cultivating relationships with third party referral sources (e.g., accountants, attorneys and other advisors).
  • Maximize firm resources in order to provide best in class service to clients

Company Stage

N/A

Total Funding

$11.1B

Headquarters

New York City, New York

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The appointment of industry veterans like Jeff Blazek could enhance Neuberger Berman's multi-asset strategy capabilities, potentially leading to superior investment performance.
  • Neuberger Berman's active involvement in municipal and real estate securities funds offers employees exposure to diverse investment strategies and potential growth opportunities.
  • The firm's expansion into Southeast Asia with the appointment of Simon Cheung indicates potential for growth in emerging markets, offering employees international exposure.

What critics are saying

  • The competitive nature of the investment management industry could pressure Neuberger Berman to continuously innovate to maintain its market position.
  • The reliance on key personnel, such as newly appointed executives, may pose risks if these individuals do not meet performance expectations.

What makes Neuberger Berman unique

  • Neuberger Berman's employee-owned structure provides a unique alignment of interests between the firm and its clients, unlike many publicly traded competitors.
  • The firm's focus on multi-asset strategies and municipal funds, as evidenced by recent appointments and fund announcements, sets it apart in the investment management landscape.
  • Neuberger Berman's strategic appointments, such as Jeff Blazek and Simon Cheung, highlight its commitment to expanding expertise in multi-asset strategies and family office coverage.

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