About this role
Wealth Planning Analyst at Nb. Location: New York, New York, United States. Role: inputting data, managing projects, supporting advisors Requirements: Bachelor's in finance/accounting, 1–2 years relevant experience preferred, proficiency in eMoney and Microsoft Excel, strong analytical and communication skills, SIE/Series exams required (or to be obtained), CFP preferred. Category: Finance and Accounting Seniority: Entry Level Tools: eMoney, Microsoft Excel Certifications: sie, series 7, series 66, series 63, series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English