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Advanced Planning Writer

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 ...

Fidelity Investments

VP, Advanced Planning

Denver, CO

$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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How much do advanced planning jobs pay per year?

As of Jun 3, 2026, the average yearly pay for advanced planning in the United States is $67,056.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $80,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in Advanced Planning, and why are they important?

To thrive in Advanced Planning, you need strong analytical abilities, project management expertise, and a background in finance or business, often supported by a relevant degree or certification. Familiarity with planning software, data analytics tools, and financial modeling systems is typically required. Excellent communication, strategic thinking, and attention to detail are vital soft skills for collaborating across teams and managing complex projects. These skills ensure effective long-term strategy development, resource allocation, and organizational growth.

What are some common challenges faced by professionals in Advanced Planning roles, and how can they be addressed?

Professionals in Advanced Planning often encounter challenges such as managing complex client situations, staying up-to-date with ever-changing regulations, and balancing multiple long-term projects simultaneously. To address these challenges, it's important to maintain strong communication with clients and team members, invest in ongoing education to keep current with industry changes, and use robust project management tools. Collaboration with legal, tax, and financial experts is also key to providing comprehensive and effective planning solutions.

What is advanced planning in a professional context?

Advanced planning refers to the process of proactively organizing and strategizing for future needs, events, or projects within an organization or industry. This role often involves analyzing data, forecasting trends, coordinating resources, and developing long-term strategies to ensure a company is prepared for upcoming challenges or opportunities. Advanced planning is common in sectors like supply chain management, urban development, and healthcare, where anticipating future requirements is crucial. Professionals in this field use analytical tools and collaborative processes to optimize decision-making and improve overall efficiency.

What is the difference between Advanced Planning vs Supply Chain Planning?

AspectAdvanced PlanningSupply Chain Planning
CredentialsTypically requires supply chain or operations certifications, sometimes advanced degrees in logistics or businessSimilar credentials, often including certifications in supply chain management or logistics
Work EnvironmentStrategic, analytical, often in corporate offices or planning centersOperational, involves coordination across departments and suppliers
Employer & Industry UsageUsed in manufacturing, retail, and logistics companies for high-level planningCommon in supply chain, logistics, and manufacturing sectors for day-to-day planning

Advanced Planning focuses on strategic, long-term decision-making and resource allocation, while Supply Chain Planning emphasizes operational, short-term scheduling and coordination. Both roles are essential in optimizing supply chain efficiency but differ in scope and focus.

More about Advanced Planning jobs
What states have the most Advanced Planning jobs? States with the most job openings for Advanced Planning jobs include:
What job categories do people searching Advanced Planning jobs look for? The top searched job categories for Advanced Planning jobs are:
Advanced Planning jobs near you
Infographic showing various Advanced Planning job openings in the United States as of May 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.

Director, Advanced Planning

Fidelity Investments

Richmond, VA • On-site

$95K - $186K/yr

Full-time

Medical, Retirement, PTO

Posted 25 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 Role

The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity's high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors 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 time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commutingdistance toan Investor Center or Regional Center in the state of VA, NC, SC or Washington DC.

The Expertise and Skills You Bring

  • Bachelor's Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation
  • 10 -12 years overall work experience with 4 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
  • Effective at providing and receiving coaching and mentorship
  • Thrives in a team environment to provide an exceptional client planning experience
  • Communicates complex subjects clearly and effectively
  • Proven emotional intelligence to optimally bond with and communicate with clients and their advisors
  • Possesses a solution-oriented, client-first work ethic
  • Works independently, balances competing tasks, and prioritizes work to maintain efficiency
  • Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes

Note: Fidelity will not provide 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.

The base salary range for this position is $95,000-186,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

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

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