What are the responsibilities and job description for the Wealth Planning Analyst, Private Wealth position at The Coury Firm?
Wealth Planning Analyst - The Coury Firm
Company Overview
The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth.
REPORTS TO
The Wealth Planning Analyst will report directly to the Lead Advisor or their designee.
LOCATION
Onsite - Pittsburgh Pennsylvania
Position Summary
The position of Wealth Planning Analyst for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor’s primary internal resource for workflow management and execution. This will involve maintaining regular communication with the Firm’s Wealth Advisors, clients, and any outside advisors.
This position requires working collaboratively with a group of Private Wealth personnel, including but not limited to Lead and Principal Advisors, Wealth Strategists, Client Service Associates, Investment operations and reporting teams to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.
Please note that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Advisor/Wealth Planner will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.
Essential Duties & Responsibilities
The key responsibilities and description of duties described below are not intended to be all inclusive:
The Wealth Planning Analyst of the Firm must possess the following qualifications:
At The Coury Firm, we believe our people are our greatest asset. We offer a comprehensive and competitive benefits package designed to support your personal, professional, and financial well-being.
Our Benefits Include
Competitive base salary with performance-based bonus opportunities
Comprehensive medical, dental, and vision insurance
401(k) plan with company match
Paid time off (PTO) and paid holidays
Continuing education and professional development support
Life and disability insurance
Opportunities for career advancement within a growing, entrepreneurial firm
Collaborative, team-oriented work culture
FOUNDING PRINCIPLES
Unwavering Integrity - be ethical in everything you do
Tenacious work ethic - Always be prepared and one step ahead
Selfless Service - Act with selflessness, caring humility and passion
Strong Leadership - Do what is right, and not just what is easy
Devotion to Education - Be committed to personal client continued education
Our Culture
At The Coury Firm, we foster a collaborative, entrepreneurial environment where team members are empowered to take initiative, think strategically, and grow both personally and professionally. We believe in a hands-on, client-focused approach rooted in trust, transparency, and excellence. Every team member plays a critical role in delivering exceptional outcomes for our clients.
Equal Opportunity Employer
The Coury Firm is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, religion, gender, age, disability, or any other protected status.
Ready to take the next step in your career with a firm that values excellence, collaboration, and long-term growth? Apply today.
Company Overview
The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth.
REPORTS TO
The Wealth Planning Analyst will report directly to the Lead Advisor or their designee.
LOCATION
Onsite - Pittsburgh Pennsylvania
Position Summary
The position of Wealth Planning Analyst for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor’s primary internal resource for workflow management and execution. This will involve maintaining regular communication with the Firm’s Wealth Advisors, clients, and any outside advisors.
This position requires working collaboratively with a group of Private Wealth personnel, including but not limited to Lead and Principal Advisors, Wealth Strategists, Client Service Associates, Investment operations and reporting teams to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.
Please note that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Advisor/Wealth Planner will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.
Essential Duties & Responsibilities
The key responsibilities and description of duties described below are not intended to be all inclusive:
- Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes and action items.
- Review client portfolios to ensure proper asset allocation and advise on rebalancing
- Coordinate with other internal teams to ensure client meeting presentations and materials are prepared timely and accurately.
- Attend client meetings and manage all meeting follow-ups.
- Understand and coordinate income tax planning items and work closely with client tax advisors.
- Understand and coordinate estate planning items and work closely with client legal advisors.
- Understand, evaluate, and execute on delivering risk management solutions for the client.
- Capable of establishing a level of trust and confidence with the client so that any financial issue can be addressed, and the appropriate solutions can be offered.
- Continuous review of each client's situation and objectives to ensure financial plan remains on track to achieve goals.
- Initiate and field clients’ and their advisors’ calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.)
- Create unique estate, investment, and/or financial planning proposals for prospective clients.
- Coordinate with our internal client service associates to ensure all money movement and investment operation requests are completely timely and accurate.
- Assist with special projects as required based on each specific client’s financial needs and goals.
The Wealth Planning Analyst of the Firm must possess the following qualifications:
- Five (5) or more years’ related experience, with a demonstrated depth and breadth of technical knowledge and expertise
- CPA/CFP preferred; Series 65 or 66 required within 180 days of employment
- Experience working with private, high net-worth clients and/or institutional clients
- Exceptional communication (verbal and written) and presentation preparation and delivery skills
- Highly developed problem-solving ability and a willingness to drive workflow
- Ability to collaborate effectively and work well within a team structure
- Entrepreneurial instincts and proactive attitude
- Ethically driven with an unwavering client commitment
- Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote
- Proficiency in Portfolio Management Software and CRM systems
At The Coury Firm, we believe our people are our greatest asset. We offer a comprehensive and competitive benefits package designed to support your personal, professional, and financial well-being.
Our Benefits Include
Competitive base salary with performance-based bonus opportunities
Comprehensive medical, dental, and vision insurance
401(k) plan with company match
Paid time off (PTO) and paid holidays
Continuing education and professional development support
Life and disability insurance
Opportunities for career advancement within a growing, entrepreneurial firm
Collaborative, team-oriented work culture
FOUNDING PRINCIPLES
Unwavering Integrity - be ethical in everything you do
Tenacious work ethic - Always be prepared and one step ahead
Selfless Service - Act with selflessness, caring humility and passion
Strong Leadership - Do what is right, and not just what is easy
Devotion to Education - Be committed to personal client continued education
Our Culture
At The Coury Firm, we foster a collaborative, entrepreneurial environment where team members are empowered to take initiative, think strategically, and grow both personally and professionally. We believe in a hands-on, client-focused approach rooted in trust, transparency, and excellence. Every team member plays a critical role in delivering exceptional outcomes for our clients.
Equal Opportunity Employer
The Coury Firm is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, religion, gender, age, disability, or any other protected status.
Ready to take the next step in your career with a firm that values excellence, collaboration, and long-term growth? Apply today.