Wealth Planning Analyst

POSITION OVERVIEWThe 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 entry level 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 RESPONSIBILITIESClient ManagementPrepare client and prospect meeting materialsAssist lead advisors with client profile development and maintenanceRespond to clients and outside advisor inquiriesParticipate in client meetings, alongside lead advisors as appropriateDevelop and maintain long-term relationships with clientsFinancial PlanningInput data and build expertise with MoneyGuidePro, BNA, and other various financial planning toolsProvide input, issue-spot and create planning opportunities for clients and their portfoliosSupport Wealth Planners and Advisors on planning-related requests, where appropriateObtain the CFP® designationLearning & DevelopmentContinue to build knowledge of planning areas, including financial planning, investments, tax, risk management, and estate planningAchieve a solid understanding of the Kovitz strategies and servicesAttend professional development events (internal and external)Preferred Skills & ExperienceBachelor’s degree in Financial Planning, Finance, Accounting, or a related field of studyRelevant internship or professional work experienceKeen interest in the RIA/wealth management industryDesire to pursue a career as a Wealth Advisor or PlannerDesire and commitment to pursue the CFP® designationInterest in learning various financial planning tools (i.e., MoneyGuidePro)High proficiency in Microsoft ExcelStrong interpersonal skills and clients first mentalityStrong presentation and organization skillsExcellent verbal and written communication skillsDetail orientatedBENEFITS HIGHLIGHTSWork-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 INFORMATIONJob Type: Full-Time (Hybrid: 3 days per week in office)Compensation Structure: Base Salary + BonusLocation: Southfield, Michigan

Created: 2025-01-19