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Senior Financial Planner

Company: Kovitz Investment Group
Location: Chicago
Posted on: October 22, 2019

Job Description:

Kovitz Investment Group Partners, LLC (KIG) is an independent registered investment advisory firm dedicated to providing best-in-class investment and wealth management solutions to high net worth individuals and institutions. Founded in 2003, the firm currently employs 75 professionals and manages approximately $5.5 billion in assets through separately managed accounts, private funds, and other investment vehicles.--The Senior Financial Planner, based in our downtown Chicago office, will be an integral part of the wealth management team, providing client-centric financial solutions and recommendations to high net worth individuals and families. While this role will initially provide support to Financial Advisors and their respective clients, there is a long-term opportunity to assume advisor responsibilities subject to desire and achievements.--The ideal candidate will demonstrate command in all areas of financial planning including investments, estate planning, tax planning, employee benefits, retirement planning, education funding, and insurance planning. Specific experience includes preparation and/or review of various analyses such as retirement and tax projections, Roth conversions, estate plan documents, education funding and social security analyses, gifting opportunities, etc.---Specific job responsibilities will include, but not be limited to:------Fact gathering and preparation and/or review of various analysesFacilitate client meetings, document meeting discussion, and execute meeting follow-upAnswer technical questions and provide financial planning services to clientsEstablish and document target asset allocation mixes for new clientsRespond to client and outside advisor inquiriesTrain/mentor junior employees and conduct education sessions for all advisorsDevelop and roll out financial planning curriculum for Associate Financial AdvisorsPropose and implement financial planning standards and proceduresWork in conjunction with internal and external professionals (i.e. accountants and attorneys)Participate in new employee onboarding--Required Skills/Experience:Bachelor's degree8+ years of experience providing financial planning advice directly to clientsCFP-- certificationIndividual income tax background or knowledgeExcellent presentation and organization skillsAbility to acknowledge and meet deadlinesStrong interpersonal skills and client service focusStrong work ethic, self-motivated, and goal-orientedAbility to work autonomously

Keywords: Kovitz Investment Group, Berwyn , Senior Financial Planner, Accounting, Auditing , Chicago, Illinois

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