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Advanced Planner Jobs (NOW HIRING)

Fidelity Investments

VP, Advanced Planning

Milwaukee, WI · 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 ...

Fidelity Investments

VP, Advanced Planning

Chicago, IL · 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 ...

Fidelity Investments

VP, Advanced Planning

San Diego, CA · 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 ...

Fidelity Investments

VP, Advanced Planning

Los Angeles, CA · 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 ...

Fidelity Investments

VP, Advanced Planning

Denver, CO · 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 ...

Fidelity Investments

VP, Advanced Planning

Chicago, IL · 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 ...

Fidelity Investments

VP, Advanced Planning

San Jose, CA · 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 ...

Fidelity Investments

VP, Advanced Planning

Los Angeles, CA · 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 ...

Bio-Techne

Production Planner

San Marcos, CA · On-site

Performs tasks of an Advanced Planner in a Biotech / Reagents Manufacturing environment. Performs additional related duties as assigned. Duties and Responsibilities: * Management of special ...

Bio-Techne

Production Planner

San Marcos, CA

Performs tasks of an Advanced Planner in a Biotech / Reagents Manufacturing environment. Performs additional related duties as assigned. Duties and Responsibilities: * Management of special ...

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All JobsAdvanced Planner Jobs

Advanced Planner information

See salary details

$34.5K

$65.7K

$95.5K

How much do advanced planner jobs pay per year?

As of Jun 20, 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 an advanced planner job description?

An advanced planner is responsible for developing and managing detailed project schedules, coordinating resources, and ensuring timely completion of tasks. They often use planning tools like Microsoft Project or Primavera and require strong organizational, analytical, and communication skills. The role typically involves analyzing data, forecasting project needs, and collaborating with teams to optimize workflows.

What profession makes $400,000 a year?

Advanced planners or senior professionals in fields such as finance, investment banking, or executive management can earn $400,000 or more annually. These roles typically require extensive experience, advanced certifications, and strong analytical or leadership skills. High-level positions in specialized industries often have compensation packages reaching this level.

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

In the US, advanced planners or senior-level professionals in fields such as investment banking, executive management, or specialized consulting can earn $500,000 or more annually, often through a combination of base salary, bonuses, and profit sharing. High compensation typically requires extensive experience, advanced skills, and often leadership responsibilities or specialized certifications. Such roles are usually found in finance, corporate leadership, or highly specialized industries.

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 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.

What job makes $10,000 a month without a degree?

An advanced planner or similar high-level roles in project management, logistics, or supply chain management can earn $10,000 or more per month through experience, specialized skills, and certifications. These positions often require strong organizational abilities, industry knowledge, and proficiency with planning tools but may not require a formal degree.
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 June 2026, with employment types broken down into 50% Full Time, 5% Part Time, and 45% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

VP, Advanced Planning

Fidelity Investments

Saint Louis, MO • On-site

Full-time

Posted 11 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 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. 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 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 the state of Missouri or Kansas.

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
  • Retirement, financial, investment, and insurance planning (required)
  • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
  • Ability to create and review financial plans using tools such as eMoney
  • 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

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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