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Advanced Planner Jobs (NOW HIRING)

AssetMark

Senior Director, Advanced Planning

Charlotte, NC · Hybrid

$220K - $250K/yr

The Senior Director, Advanced Planning will oversee the day-to-day management and operations of AssetMark's Advanced Planning team, including professionals specializing in wealth strategy, estate ...

City of Anaheim

Senior Planner

Anaheim, CA

$115K - $173K/yr

This is the advanced journey level class in the Planner series. Positions at this level are distinguished from other classes within the series by the level of responsibility assumed and the ...

STI

Advanced Planning Document Writer

Raleigh, NC · On-site

The Advanced Planning Writer develops Advanced Planning Documents, Medicaid Detail Budget Tables and other documentation required for the planning, implementation, and operations activities in ...

Beyond SOF

IddM/Sig Redux SME

Landover, MD · On-site

Graduate of the Advanced Planner's Course and Due Diligence course or legacy equivalent (or commensurate practical experience) * Experience as an IdDM user preferred * Advanced experience relating to ...

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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 Jul 11, 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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.
Senior Director, Advanced Planning

Senior Director, Advanced Planning

AssetMark

Charlotte, NC • Hybrid

$220K - $250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Job Description:

The Role/What You'll Do:

The Senior Director, Advanced Planning will oversee the day-to-day management and operations of AssetMark's Advanced Planning team, including professionals specializing in wealth strategy, estate planning, and comprehensive financial planning. This leader will partner closely with the SVP Wealth Services, advisors, and internal stakeholders to deliver sophisticated planning solutions while enhancing operational efficiency and team effectiveness.

This role is highly visible internally and externally and includes presenting to advisors and clients through meetings, conferences, webinars, and educational events.

This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Job Responsibilities:

  • Lead, coach, and develop a team of advanced planning professionals, including Wealth Strategists and Senior Financial Planners
  • Serve as a player/coach by directly participating in complex advisor and client engagements involving estate planning, tax mitigation, wealth transfer, retirement planning, business succession, and multi-generational wealth strategies
  • Execute and continuously evolve the Advanced Planning strategy in alignment with organizational priorities and advisor needs
  • Oversee daily operations of the Advanced Planning team, ensuring high-quality deliverables, efficient workflows, and exceptional advisor experiences
  • Drive operational efficiency through process improvement, technology adoption, resource allocation, and workflow optimization
  • Partner with advisors and their HNW/UHNW clients to deliver customized and sophisticated planning strategies
  • Present complex planning concepts in a clear, practical, and engaging manner to advisors and clients
  • Deliver presentations at conferences, advisor meetings, webinars, and client events
  • Collaborate cross-functionally with Sales, Product, Consulting, Technology, Compliance, and Marketing teams to enhance planning capabilities and advisor engagement
  • Establish best practices, quality standards, and consistent planning methodologies across the team
  • Mentor and support team members through case consultation, training, and ongoing professional development
  • Utilize planning technology and analytics tools to create scalable and engaging client experiences
  • Support business growth initiatives by helping advisors deepen client relationships and uncover new opportunities
  • Travel approximately 25% for advisor meetings, conferences, team collaboration, and client presentations

Knowledge, Skills, and Abilities:

  • Deep expertise in estate planning, tax planning, retirement income planning, business succession, and wealth transfer strategies
  • Significant experience working with HNW and UHNW clients and financial advisors
  • Proven ability to lead teams while remaining hands-on in client engagements
  • Strong operational mindset with experience improving team processes, workflows, and scalability
  • Exceptional presentation, communication, and relationship management skills
  • Ability to simplify complex financial and estate planning concepts for both advisors and clients
  • Proficiency with financial planning technology and CRM platforms, including tools such as eMoney, MoneyGuidePro, Holistiplan, Salesforce, and related systems
  • Strong analytical, organizational, and problem-solving abilities

Education & Experience:

  • Bachelor's degree required
  • 12+ years of experience in advanced financial planning, wealth strategy, estate planning, or related HNW/UHNW advisory work
  • 5+ years of leadership or people management experience preferred
  • Active CFP certification required
  • Additional advanced designation strongly preferred (JD, CPA, MBA, MST, CEPA, CAP, or similar)

Compensation: The Base Salary range for this position is between $220,000-$250,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-CR1

#LI-hybrid

Who We Are & What We Offer:

We are AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they'reheard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect.Excellence. Our values are how we show up every day.

We believe in:

  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.

  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

  • Unyielding Integrity, doingwhat'sright, always. Even whenit'shard.

  • Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.

  • Operatingwith Excellence, in learning fast, continuously improving,innovatingand collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we dowhat'sright, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.

  • Flex Time or Paid Time Off and Sick Time Off

  • 401K - 6% Employer Match

  • Medical, Dental, Vision - HDHP or PPO

  • HSA - Employer contribution (HDHP only)

  • Volunteer Time Off

  • Career Development / Recognition

  • Fitness Reimbursement

  • Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

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