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Kovitz information

What is Kovitz?

Kovitz is a wealth management and investment advisory firm that provides financial planning, portfolio management, and investment strategies to individuals, families, and institutions. The company focuses on helping clients achieve their financial goals through personalized advice and disciplined investment approaches. Kovitz is known for its client-centric philosophy, transparency, and expertise in a variety of asset classes. Their services often include retirement planning, tax optimization, and legacy planning.

What can I expect from the team structure and collaborative environment at Kovitz?

At Kovitz, teams are typically structured to promote close collaboration among professionals from diverse backgrounds, including investment analysts, portfolio managers, and client service specialists. You can expect to work in a supportive, team-oriented environment where cross-functional communication is encouraged, and knowledge sharing is a key component of day-to-day operations. New team members often participate in regular meetings and brainstorming sessions to contribute ideas and stay aligned on goals. This collaborative approach not only facilitates professional growth but also ensures high-quality client service and innovative investment solutions.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Kovitz, and why are they important?

To thrive as a Financial Advisor at Kovitz, you need strong analytical skills, in-depth knowledge of investment strategies, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as the Series 65. Familiarity with portfolio management software, financial planning tools, and CRM systems is important for daily operations. Exceptional interpersonal skills, active listening, and the ability to build trust with clients help you stand out. These skills and qualities are crucial for delivering tailored financial advice, building long-term client relationships, and achieving organizational goals.

What is the difference between Kovitz vs Financial Analyst?

AspectKovitzFinancial Analyst
Required CredentialsTypically requires a CPA, CFA, or similar certificationsOften requires a bachelor's degree in finance, accounting, or related field; CFA is a plus
Work EnvironmentPrimarily in investment firms, accounting firms, or corporate finance departmentsIn finance departments, investment firms, banks, or consulting firms
Industry UsageUsed in accounting, auditing, and financial consultingCommon in finance, investment analysis, and corporate planning

Both Kovitz and Financial Analyst roles involve financial expertise, but Kovitz often emphasizes accounting and auditing skills with certifications like CPA, while Financial Analysts focus on investment and financial planning with degrees in finance or related fields. The roles share work environments in finance-related industries but differ in specific responsibilities and credentials.

What are popular job titles related to Kovitz jobs in Florida?

For Kovitz jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Kovitz jobs in Florida look for?

The top searched job categories for Kovitz jobs in Florida are:

What cities in Florida are hiring for Kovitz jobs?

Cities in Florida with the most Kovitz job openings:

Kovitz jobs near you
Infographic showing various Kovitz job openings in Florida as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Community Association Attorney (HOA / Condo Law - Florida Bar REQ)

Kovitz Shifrin Nesbit

Boca Raton, FL • On-site

$97K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

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Job description

Job Summary:

Kovitz Shifrin Nesbit is growing! A well-established and leading law firm specializing in the representation of homeowner, condominium, and community associations is seeking an Associate Attorney with 0-2 years of experience, for our Boca Raton, FL office. This position is ideal for newly licensed attorneys seeking to begin their legal career in community association law. Our Associates have immediate and direct client contact, work on substantive matters, and contribute to the exceptional service our clients have come to expect.

The hours for this exempt position are 9:00am – 5:00pm, Monday through Friday, and it follows a 40-hour workweek. The role starts out as a full-time in office position, with the potential to transition to a hybrid schedule after 60-90 days. The starting salary for this role is $97,500, contingent upon level of experience. KSN offers a full benefits package including medical, dental, vision, short and long-term disability, basic life/AD & D coverage, voluntary life insurance, critical illness, accident, hospital, and a retirement plan for those who are eligible.

To be considered for this position, you MUST apply at:

https://recruiting.paylocity.com/recruiting/jobs/Apply/2418549/Kovitz-Shifrin-Nesbit/Associate-Attorney---CondoHOA-Dept

Duties/Responsibilities:

·         Provide legal representation to Condominium and Homeowner Associations on a wide range of governance, operational, and owner-related matters.

·         Advise Boards of Directors on legal issues, governance, compliance, and interpretation of governing documents and applicable statutes.

·         Conduct legal research and analyze governing documents, statutes, regulations, and case law.

·         Draft, review, finalize, and record legal documents, including opinion letters, violation demand letters, governing document amendments, pleadings, motions, discovery, and other legal filings.

·         Prepare statutory demand letters, foreclosure and covenant enforcement complaints, arbitration petitions, and related litigation documents for collection and enforcement matters.

·         Attend Board meetings, court hearings, mediations, arbitrations, and other proceedings as needed to provide legal counsel and representation.

·         Oversee paralegals responsible for collection and foreclosure matters to ensure timely compliance with statutory deadlines, court requirements, and firm procedures.

·         Manage multiple matters simultaneously while providing responsive communication and timely follow-up to Partners and clients.

·         Assist with legal matters related to KSN's Florida landlord representation, including drafting pleadings and appearing at court hearings, as needed.

·         Maintain current knowledge of laws, regulations, and industry developments affecting Condominium and Homeowner Associations.

·         Participate in Continuing Legal Education (CLE) programs and maintain all required attorney licensure and professional development requirements.

·         Perform other duties as assigned.

Required Skills/Abilities:

·         0–2 years of legal experience preferred; recent law school graduates are welcome to apply.

·         Active and valid Florida Bar license.

·         Knowledge of, and experience with, the Florida Condominium Act and Florida Homeowners’ Association Act preferred.

·         Excellent written and verbal communication skills.

·         Strong research, analytical, and problem-solving abilities.

·         Exceptional organizational skills with strong attention to detail.

·         Commitment to producing high-quality work and providing excellent client service.

·         Strong time management skills with a demonstrated ability to meet deadlines.

·         Ability to prioritize and manage multiple tasks effectively, including delegating when appropriate.

·         Ability to work effectively in a fast-paced and occasionally high-pressure environment.

·         Collaborative team player who can also work independently and manage multiple priorities.

·         Proficiency in Microsoft Office Suite.

Employment Eligibility Disclaimer:
We participate in the federal E-Verify program to confirm the employment eligibility of all newly hired employees.

Company Description

Growing organization with innovative processes and resources. Collaborative, team-oriented organization.