About this role
Wealth Planning Analyst at Nb. Location: New York City, New York, United States. Role: inputting data, managing portal, leading projects 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 7/66 (or 63 & 65) required or to be obtained within 3–6 months; 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