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Advanced Planning Jobs (NOW HIRING)

STI

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

Houston, TX · On-site

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.

Fidelity Investments

VP, Advanced Planning

Austin, TX · On-site

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.

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 ...

Fidelity Investments

VP, Advanced Planning

Dallas, TX · On-site

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.

Fidelity Investments

VP, Advanced Planning

Boston, MA

$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 Planning information

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$19.5K

$67.1K

$98.5K

How much do advanced planning jobs pay per year?

As of Aug 7, 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 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.

What are the key skills and qualifications needed to thrive in advanced planning?

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 is advanced planning?

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 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.
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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.

Advanced Planning Consultant

Commonwealth Financial Network

Waltham, MA • On-site

$120 - $180/hr

Other

Retirement

Re-posted 29 days ago

Job description

Overview

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Advanced Planning department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays.

We’re looking for an advanced planning consultant to join our ranks. The Advanced Planning department provides educational and consultative financial planning strategies to our more than 2,000 independent financial advisors. In this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning.

We are a bicoastal team of 14 people. Given our consultative nature, we’re known for supporting one another, advisors, and colleagues to accomplish our goals. If your passion for consulting, research, and service runs deep, consider joining our team.

Key Responsibilities
  • Reviewing and summarizing plan and legal documents to educate financial advisors
  • Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning)
  • Reviewing clients’ planning objectives in order to help identify opportunities to meet their needs
  • Coaching advisors to quarterback relationships with clients, other professionals (e.g., attorneys or CPAs), helping advisors focus on the strategic big picture, and walking them through planning issues
Core Strengths and Skills
  • Proficiency researching issues and confidently helping advisors think through clients’ planning strategies
  • Aptitude for managing dynamic projects across a broad spectrum of disciplines on a daily basis
  • Ability to write communication and strategy articles, develop client presentation pieces, and participate in public speaking
Additional Skills and Knowledge
  • JD required; estate planning background preferred
  • CFP (or willingness to work toward) desirable
  • Prior experience in financial services a plus
Salary

USD $120,000.00/Yr.

USD $180,000.00/Yr.

Equal Opportunity Employment

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

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