The Wealth Planning Analyst, based in our Southfield, Michigan office, is a vital part of the wealth management team. You will be responsible for supporting lead advisors, executing client management tasks, and strengthening financial planning knowledge through education, training, and hands-on application. This opportunity requires exceptional organizational and interpersonal skills, dependability, and the ability to provide timely and accurate information.
WHAT IS SUCCESS?
In this role, your success and growth will be based on your ability to develop a solid understanding of financial planning concepts and the client journey. You are strongly encouraged to work towards achieving the CFP designation as you work toward role mastery and embody our core values.
ROLE RESPONSIBILITIES
Client Management
Prepare client and prospect meeting materials
Assist lead advisors with client profile development and maintenance
Respond to clients and outside advisor inquiries
Participate in client meetings, alongside lead advisors as appropriate
Develop and maintain long-term relationships with clients
Financial Planning
Input data and build expertise with MoneyGuidePro, BNA, and other various financial planning tools
Provide input, issue-spot and create planning opportunities for clients and their portfolios
Support Wealth Planners and Advisors on planning-related requests, where appropriate
Obtain the CFP® designation
Learning & Development
Continue to build knowledge of planning areas, including financial planning, investments, tax, risk management, and estate planning
Achieve a solid understanding of the Kovitz strategies and services
Attend professional development events (internal and external)
Preferred Skills & Experience
Bachelor's degree in Financial Planning, Finance, Accounting, or a related field of study
Relevant internship or professional work experience
Keen interest in the RIA/wealth management industry
Desire to pursue a career as a Wealth Advisor or Planner
Desire and commitment to pursue the CFP® designation
Interest in learning various financial planning tools (i.e., MoneyGuidePro)
High proficiency in Microsoft Excel
Strong interpersonal skills and clients first mentality
Strong presentation and organization skills
Excellent verbal and written communication skills
Detail orientated
BENEFITS HIGHLIGHTS
Work-Life Balance and Time to Recharge: We work hard, we play hard: Enjoy 25 days Paid Time Off (PTO) plus 10 days paid holiday annually.
Benefits:
Medical, Dental & Vision plans with Health Savings Incentive.
Employer-paid Disability & Life Insurance programs.
401(k) with Profit-Sharing.
Growth:
Employee Wellness Reimbursement, covering wellness activities like gym memberships, cycling, and races.
Professional & Personal Development Reimbursement, including training, books, and educational programs.
ADDITIONAL ROLE INFORMATION
Job Type: Full-Time (Hybrid: 3 days per week in office)