• Senior Estate Planner…

    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 (09/13/25)
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  • Senior Lead Wealth Planning…

    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
    Wells Fargo (10/01/25)
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  • Assistant Vice President Financial Planning…

    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
    Citigroup (10/03/25)
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