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Advanced Planner Jobs (NOW HIRING)

Advanced Planning Consultant Department: High Net Worth Planning Reporting to: President of Advisor Development Location: Topeka, KS/ Lenexa, KS - Onsite, open to hybrid or remote Overview: As an ...

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Advanced Planning Writer Location: NC DHHS, Raleigh NC Duration: 12 Months from projected Interview : Webcam Interview Only The Division of Health Benefits is seeking an Advanced Planning Writer to ...

The Senior Planner is responsible for schedule development, maintenance, forecasting, and ... Advanced level of knowledge of engineering, procurement, contracts, construction, and startup work ...

The Senior Planner is responsible for schedule development, maintenance, forecasting, and ... Advanced level of knowledge of engineering, procurement, contracts, construction, and startup work ...

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AVP, Advanced Planning Reports to: VP, Advanced Planning Department: Sales Support Location: 2929 N Central Ave, Phoenix, AZ OR 11512 El Camino Real, San Diego, CA, Remote considered for right ...

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AVP, Advanced Planning Reports to: VP, Advanced Planning Department: Sales Support Location: 2929 N Central Ave, Phoenix, AZ OR 11512 El Camino Real, San Diego, CA, Remote considered for right ...

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Consultant, Advanced Planning Reports to: VP, Advanced Planning Department: Sales Support Location: 2929 N Central Ave, Phoenix, AZ OR 11512 El Camino Real, San Diego, CA Classification: Full-time ...

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Consultant, Advanced Planning Reports to: VP, Advanced Planning Department: Sales Support Location: 2929 N Central Ave, Phoenix, AZ OR 11512 El Camino Real, San Diego, CA Classification: Full-time ...

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Advanced Planner information

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$34.5K

$65.7K

$95.5K

How much do advanced planner jobs pay per year?

As of Sep 13, 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 is an advanced planner?

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 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 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 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.

How much does an advanced planner get paid?

The average salary for an advanced planner typically ranges from $60,000 to $90,000 per year, depending on experience, industry, and location. Professionals in this role often require strong analytical skills and proficiency with planning software or tools.
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What are popular job titles related to Advanced Planner jobs?

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Infographic showing various Advanced Planner job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, and 2% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Advanced Planning Consultant

Remote

Advisors Excel
Finance and Insurance • 51 - 200 employees

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New


Job description

Position: Advanced Planning Consultant
Department: High Net Worth Planning
Reporting to: President of Advisor Development
Location: Topeka, KS/ Lenexa, KS - Onsite, open to hybrid or remote
Overview:
As an Advanced Planning Consultant, you’ll serve as a trusted financial planning resource to Advisors Excel’s network of independent financial advisors, helping them navigate complex planning opportunities for their high-net-worth clients. You’ll evaluate client goals and financial circumstances and develop holistic strategies that may incorporate investments, taxation, estate planning, retirement, insurance, and risk management.
This is a highly consultative role where your expertise will help advisors think through sophisticated client situations, identify planning opportunities, and confidently communicate solutions. You’ll work alongside advisors, clients, and internal and external professionals while continuing to grow your expertise in advanced wealth planning.
What you’ll do:
  • Consult with independent financial advisors on complex high-net-worth client situations, providing advanced financial planning guidance and strategic recommendations.
  • Develop holistic planning strategies that integrate investment, tax, estate, retirement, insurance, and risk management considerations.
  • Analyze client financial information, goals, and circumstances to identify planning opportunities, potential risks, and solutions.
  • Evaluate complex financial planning strategies and develop recommendations aligned with the client's goals and overall wealth plan.
  • Serve as a trusted thought partner to advisors by asking insightful questions and identifying opportunities beyond the initial request.
  • Explain complex financial, tax, estate, and wealth planning concepts clearly to advisors and, when appropriate, directly to high-net-worth clients.
  • Prepare financial projections, illustrations, analyses, and other planning materials to demonstrate advanced planning strategies, including certain trust and estate planning techniques.
  • Present advanced planning concepts and strategies during virtual and in-person advisor and high-net-worth client meetings.
  • Collaborate with marketing, legal, compliance, tax, estate planning, insurance, investment, and other professionals to develop comprehensive solutions for complex client needs.
  • Build and maintain strong relationships with financial advisors and other professionals through responsive, knowledgeable, and consultative support.
  • Manage multiple complex high-net-worth planning cases simultaneously while maintaining accuracy, organization, and responsiveness.
  • Stay current on tax law, estate planning strategies, investment strategies, insurance products, and other developments impacting high-net-worth financial planning.
Experience you’ll bring:
  • 5+ years of experience in financial planning, wealth management, investment management, insurance, advanced planning, or a related financial-services field.
  • Broad knowledge of taxation, estate planning, investments, retirement planning, and insurance.
  • Experience analyzing financial information and applying financial planning concepts to complex client situations.
  • Strong analytical and critical-thinking skills with the ability to identify issues, opportunities, and practical solutions.
  • Exceptional communication and presentation skills, including the ability to explain complex financial concepts clearly to advisors and clients.
  • Demonstrated ability to build trusted relationships and collaborate effectively with advisors, clients, and internal business partners.
  • Ability to manage multiple complex cases, exercise sound judgment, and work independently when navigating ambiguity or incomplete information.
Bonus Points:
  • Professional designation or advanced credentials such as CFP®, CIMA®, ChFC®, CLU®, CTFA, CPA, EA, or JD.
  • Experience providing advanced or wealth planning support to high-net-worth or ultra-high-net-worth clients.
  • Experience working directly with financial advisors or other financial professionals in a consultative, educational, or planning capacity.
  • Willingness to obtain the Certified Private Wealth Advisor (CPWA®) designation within one year of employment, with financial support provided by Advisors Excel.
What you’ll get:
  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package from your start date
  • Access to an on-site café, gym and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work amp; exemplary performance
  • Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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