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The Company:
Key Management Group (KMG) is a finance consulting company where team members assist financial advisory practices in both coaching (Practice Management and Executive Coaching) and outsourcing (Financial Planning and Client Meeting Preparation). KMG strives to provide a best-in-class experience to financial advisory practices that engage in our consulting services.
Key Management Group helps Financial Advisors get very clear about their goals. We work with practices at all levels to implement strategic solutions that accelerate growth, improve efficiency, and increase the value of your business.
Financial Advising starts off as earning clients' trust and eventually becomes about managing a business. We help advisors grow through these stages. We help advisors make strategic decisions - including how to hire, manage, compensate, and lead their team.
Our mission is to provide the best customer service, be the best place to work, and the best place for advisors to affiliate. We are a two-time running recipient of the Crain’s “Best Places to Work in Michigan” award and are focused on building and maintaining a Dynamic Culture and making fulfillment and happiness at work attainable.
Our Values
Summary of Position:
The Financial Planning Analyst role in the Financial Planning department is responsible for working directly with the Financial Planning team in an effort to support the creation of financial plans. Critical thinking is important in this role as the analyst is responsible for analyzing data to enter specific client information into the planning software.
The ability to analyze client information such as paystubs, liability statements, investment and insurance statements is critical to our team’s success. The planning team member is required to review and document initial recommendations for financial planning deliverables.
The Financial Planning Analyst will spend his or her day interacting with internal members of the department and clients to assist in the overall financial planning process.
Key Responsibilities
Key competencies of a successful Financial Planning Analyst
Education and Other Designations:
Work Environment and Physical Demands
Position Type/Expected Hours of Work
The Financial Planning Analyst is a full-time, hourly position.
This position has a hybrid structure of half time in office (Troy, MI) and half time remote. This position also has the option to work remotely, so no on-site work is required.
This is a full-time position with the following daily hours:
Critical Expectations
Other
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
Physical setting:
Schedule:
Supplemental pay types:
Ability to commute/relocate:
Education:
Experience:
License/Certification:
Work Location: Hybrid remote in Troy, MI 48098
Full Time
$55k-65k (estimate)
02/03/2023
12/18/2023
keymgmt.com
PLEASANT PRAIRIE, WI
<25
1980
<$5M
Key Management is a premier property management company that has been serving communities since 1980 providing management of single-family homes, multi-family homes and commercial properties. We take pride in offering quality services to our residents and property owners through our professional, skilled and responsive staff following our company mantra Being the Best as Partner and Servant.
The job skills required for Financial Planning Analyst include Analysis, Insight, Initiative, Futures, Problem Solving, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planning Analyst positions, which can be used as a reference in future career path planning. As a Financial Planning Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Analyst. You can explore the career advancement for a Financial Planning Analyst below and select your interested title to get hiring information.