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Advanced Planner Jobs (NOW HIRING)

Fidelity Investments

VP, Advanced Planning

Boston, MA · On-site

$118K - $226K/yr

Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In ...

Fidelity Investments

VP, Advanced Planning

Providence, RI · On-site

$118K - $226K/yr

Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In ...

Fidelity Investments

VP, Advanced Planning

Dallas, TX · On-site

Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In ...

Fidelity Investments

VP, Advanced Planning

Aurora, CO · On-site +1

$118K - $226K/yr

The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced ...

Fidelity Investments

VP, Advanced Planning

Aurora, CO · On-site +1

$118K - $226K/yr

Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In ...

Fidelity Investments

VP, Advanced Planning

Boston, MA · On-site

$118K - $226K/yr

The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced ...

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Advanced Planner information

See salary details

$34.5K

$65.7K

$95.5K

How much do advanced planner jobs pay per year?

As of Jul 31, 2026, the average yearly pay for advanced planner in the United States is $65,702.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $74,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Advanced Planner, and why are they important?

To thrive as an Advanced Planner, you need strong analytical abilities, strategic thinking, and a background in supply chain management, logistics, or a related field—often supported by a relevant degree. Proficiency in planning software such as SAP APO, Oracle, or other ERP/MRP systems, as well as certifications like APICS CPIM or CSCP, is highly valuable. Excellent communication, problem-solving skills, and attention to detail help Advanced Planners collaborate across departments and adapt to changing business needs. These skills are crucial for optimizing resources, improving efficiency, and ensuring that organizational objectives are met effectively.

What is the 3 month rule for jobs?

The 3 month rule for an Advanced Planner typically refers to a company's policy of reviewing or evaluating employee performance, project progress, or scheduling plans within a three-month period. It is often used to set initial expectations, assess progress, or determine ongoing responsibilities in planning roles. This timeframe helps ensure timely adjustments and effective project management.

What jobs in the US pay 300,000 a year?

For an Advanced Planner, high-paying roles typically involve senior-level positions in industries like finance, consulting, or executive management, where salaries can reach or exceed $300,000 annually. These roles often require extensive experience, specialized skills, and advanced certifications, and may include responsibilities such as strategic planning, project oversight, or leadership in complex environments.

What jobs pay 500,000 a year in the US?

For an Advanced Planner, high salaries of $500,000 or more annually are uncommon and typically reserved for executive-level roles or highly specialized positions in industries like finance, consulting, or technology. Such compensation often includes bonuses, stock options, or profit sharing, and usually requires extensive experience, advanced certifications, and leadership responsibilities.

What are Advanced Planners?

Advanced Planners are professionals who specialize in developing comprehensive strategies for managing complex financial, logistical, or operational tasks. Their work often involves long-term planning, forecasting, and resource allocation in industries such as supply chain management, finance, or urban development. They analyze data, anticipate future needs, and create actionable plans to optimize efficiency and achieve organizational goals. Advanced Planners frequently use specialized software and collaborate with various departments to ensure successful implementation. Their expertise is crucial for organizations aiming to remain competitive and proactive in dynamic environments.

What is a master planner job?

A master planner is responsible for developing and managing comprehensive production schedules and resource plans to ensure efficient operations. They analyze demand forecasts, coordinate with various departments, and use planning tools like ERP systems to optimize workflows and meet delivery deadlines.

What is the difference between Advanced Planner vs Production Planner?

AspectAdvanced PlannerProduction Planner
Required CredentialsTypically requires a bachelor's degree in supply chain, logistics, or related field; certifications like APICS CPIM are commonUsually requires a bachelor's degree in manufacturing, industrial engineering, or related field; certifications like APICS CPIM are also beneficial
Work EnvironmentWorks in supply chain, logistics, or planning departments, often in corporate officesWorks closely with manufacturing and production teams, often on factory floors or production facilities
Employer & Industry UsageUsed across industries like retail, manufacturing, and logistics companies for strategic planningPrimarily used in manufacturing and industrial sectors for daily production scheduling

Advanced Planners focus on strategic supply chain management and long-term planning, while Production Planners concentrate on short-term scheduling and daily production activities. Both roles require similar credentials but differ in scope and work environment, with Advanced Planners often involved in higher-level planning and Production Planners in operational execution.

What are some common challenges faced by Advanced Planners when managing multiple projects simultaneously?

Advanced Planners often juggle several projects at once, each with unique timelines, resource constraints, and stakeholder expectations. A common challenge is effectively prioritizing tasks while ensuring deadlines are met and quality standards are maintained. Additionally, Advanced Planners must frequently communicate and coordinate with cross-functional teams, which requires strong organizational and interpersonal skills to resolve conflicts and adapt to changing requirements. Successful Advanced Planners use robust planning tools and proactive communication to stay ahead of potential bottlenecks.
More about Advanced Planner jobs
What job categories do people searching Advanced Planner jobs look for? The top searched job categories for Advanced Planner jobs are:
Advanced Planner jobs near you
Infographic showing various Advanced Planner job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

VP, Advanced Planning

Fidelity Investments

Austin, TX

Full-time

Posted 20 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 270 frontline employees who took The Breakroom Quiz

15th of 149 rated financial services

Job description

Job Description:

The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity's high net worth clients and their advisors. Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commutingdistance to an Investor Center or Regional Center in state of Texas.

The Expertise and Skills You Bring

  • Bachelor's Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP
  • 13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
  • FINRA Series 7 and 66 obtained within 90-days of employment
  • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
  • Retirement, financial, investment, and insurance planning preferred
  • Experienced in working with business owners, start-ups/Pre IPO companies a plus
  • Works independently and able to lead an assigned territory to drive High Net Worth client engagements
  • Effectively coaches, develops, and applies junior team members
  • Thrives in a team environment to provide an exceptional client planning experience
  • Communicates complex subjects clearly and effectively
  • Emotional intelligence to successfully bond with and communicate with clients and their advisors
  • Possesses a solution-oriented, client-first work ethic
  • Works independently, balances tasks, and prioritizes work to maintain efficiency
  • Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

We are part of the Advanced Planning Leadership Development team collaborating with Fidelity's advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client's unique financial goals and family dynamics

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Relationship Management

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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