Job Description

POSITION OVERVIEW

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 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 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)
• Compensation Structure: Base Salary + Bonus
• Location: Southfield, Michigan

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