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Planning analyst Jobs in Sterling Heights, MI
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Planning analyst • sterling heights mi
- Promoted
FINANCIAL PLANNING ASSISTANT
BlumarkTroy, MI, United States- Promoted
- New!
Wedding Planning Coordinator
TradeJobsWorkforceRochester, MI, United States- Promoted
- New!
Claims Analyst
Cherokee Insurance CompanyClawson, MI, United States- Promoted
- New!
Quality Analyst
WaltonenTroy, MI, United States- Promoted
- New!
Executive Compensation Analyst
AptivTroy, MI, United StatesFinancial Planning and Analysis (FP&A) Analyst
AptivTroy, MI- Promoted
Workforce Analyst
HRU Inc Technical ResourcesWarren, MI, United States- Promoted
Processing Analyst
1-800 Hansons, LLCTroy, MI, United States- Promoted
Material Analyst
G.Z.Q.S.O.Sterling Heights, MI, United States- Promoted
Customs Analyst
ValeoTroy, MI, United States- Promoted
BCBA (Behavior Analyst)
Integrated Autism CentersClinton Twp, MI, United States- Promoted
Director of Strategic Enrollment Management Planning
Oakland UniversityRochester Hills, MI, United States- Promoted
SIOP (Sales, Inventory & Operations Planning) Intern
Barnes Inc.Warren, MI, United States- Promoted
Senior Logistics Analyst
Feditc LLCWarren, MI, United States- Promoted
Clinical Analyst
Oakland Community Health NetworkTroy, MI, United StatesTax Planning Specialist
Hantz GroupClinton Township, MI, US- Promoted
- New!
Processing Analyst
1-800 Hansons LLCTroy, Michigan, United States, 48083- Promoted
Junior Social Analyst
Mondo StaffingWarren, MI, United States- Promoted
Executive Compensation Analyst
Aptiv PLCTroy, MI, United StatesThe average salary range is between $ 71,250 and $ 143,746 year , with the average salary hovering around $ 99,424 year .
- chief medical officer (from $ 191,000 to $ 300,000 year)
- medical director (from $ 108,750 to $ 250,000 year)
- federal government (from $ 72,500 to $ 235,650 year)
- flooring installer (from $ 38,480 to $ 234,000 year)
- software architect (from $ 147,500 to $ 233,434 year)
- clinical research associate (from $ 73,750 to $ 232,500 year)
- computer engineer (from $ 110,409 to $ 218,700 year)
- architecture (from $ 146,250 to $ 211,750 year)
- software engineering manager (from $ 149,366 to $ 207,679 year)
- data engineer (from $ 102,500 to $ 200,000 year)
- Arlington, TX (from $ 78,011 to $ 170,000 year)
- Boise, ID (from $ 56,680 to $ 163,865 year)
- Santa Clara, CA (from $ 82,000 to $ 156,429 year)
- Plano, TX (from $ 83,019 to $ 152,315 year)
- Santa Rosa, CA (from $ 82,000 to $ 148,204 year)
- Santa Ana, CA (from $ 80,000 to $ 148,097 year)
- Irvine, CA (from $ 59,000 to $ 143,813 year)
- Sterling Heights, MI (from $ 71,250 to $ 143,746 year)
- Irving, TX (from $ 67,340 to $ 143,400 year)
- Aurora, IL (from $ 85,100 to $ 142,395 year)
The average salary range is between $ 66,814 and $ 114,452 year , with the average salary hovering around $ 82,502 year .
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FINANCIAL PLANNING ASSISTANT
BlumarkTroy, MI, United States- Full-time
Blumark Financial Advisors is looking for a goal-oriented individual to join our Financial Planning team. We are a boutique firm offering holistic solutions to assist our clients in attaining their long-term financial goals. If you are growth-minded and looking to develop your career while assisting clients in their growth, we are the firm you want to join. This is a full-time position which can be done in office and/or hybrid.
RESPONSIBILITIES:
- Assist Advisors in plan preparation and client service using Money Guide Pro and Wealth Studios.
- Follow up with new clients to ensure planning process goes smoothly and in timely manner.
- Prep for Case Study with the advisors.
- Sitting in on and participating in client meetings.
- Help advisors build out potential financial options for clients.
- Troubleshoot issues and broken links with Money Guide Pro and Wealth Studios and provide solutions.
QUALIFICATIONS:
- Minimum bachelor’s degree in finance or related area; or equivalent experience
- Willing to get the FINRA SIE, Series 7 and Series 66 licenses
- Financial certifications such as a CFP; BFA, ChFP, etc. would be considered an advantage
- Strong skills with MS Office Suite, Salesforce or similar CRM software will be mandatory
- Demonstrable organizational skills and the ability to multi-task is required
- Experience training and leading others is an advantage
- Attention to detail
- Strong communication skills both written and verbal
“We are an Equal Employment Opportunity (“EEO”) Employer.
It has been and will continue to be a fundamental policy of Blumark not to discriminate on the basis of race, color, creed, religion, gender, sexual orientation, age, national origin, veteran or military status, or any other characteristic prohibited by federal, state and/or local laws.
An Ameriprise Financial franchise.
Products from RiverSource® and Columbia Thrcadneedle Investments am offered by affiliates of Ameriprise Financial Services. LI.C:. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC