Associate Wealth Planner

Associate Wealth Planner Position

As an Associate Wealth Planner at Kovitz, you will provide client management and wealth planning support to a firm Principal to deliver superb client service and planning deliverables to a diverse portfolio of high-net-worth individuals and families.

At Kovitz we are committed to cultivating an environment that nurtures personal and professional development. This is why we establish a structured, yet flexible, career trajectory for planners and advisors, accompanied by ample opportunities for growth and advancement. As you accumulate experience and build credibility, foster trust, demonstrate strong execution, and consistently provide excellent client management and planning support, you have the potential to progress and assume lead advisor responsibilities.

Client Management Responsibilities

• Client & Prospect Meeting Preparation:
• Collaborate with the Senior Advisor to schedule, coordinate, and plan client and prospect meetings
• Generate reports and construct client portfolio reviews
• Attend client meetings and document discussions and relevant takeaways
• Prepare and deliver client meeting summaries
• Coordinate with stakeholders to ensure completion of client meeting follow up action items
• Collaborate with a cross-functional team to ensure processes are documented, reviewed, and updated
• Establish and document target asset allocation for new clients and provide guidance in portfolio construction
• Cultivate, build and maintain relationships with existing clients and potential prospects
• Respond to client and outside advisor inquiries

Wealth Planning Responsibilities

• Support the execution of planning deliverables to clients
• Input planning information into MoneyGuidePro; become a power user
• Gather relevant information to prepare various analyses, including:
  • Retirement projections, tax projections, Roth conversion analyses, assessment of estate plan documents and preparing summaries, education funding analyses, Social Security analyses, gifting opportunities, etc.
• Expand personal knowledge and skills and experience through ongoing professional development and joint work with internal and external professionals (i.e., accountants and attorneys)

Necessary Skills & Experience

• Bachelor's degree
• Minimum of 3+ years of prior and relevant professional experience
• CFP® or CFA required
• Experience with tax preparation strongly desired
• Familiarity with MoneyGuidePro or comparable wealth planning technology
• Competence with various technologies, including: Excel, Teams, Zoom, Adobe, PowerPoint, CRM, portfolio management, etc.
• Strong interpersonal skills and client service focus
• Excellent presentation and organization skills