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Advanced Planning Specialist Jobs (NOW HIRING)

System One

Strategic Planning Specialist

Merrifield, VA · Remote

$100K - $135K/yr

Strategic Planning Specialist Location: Remote Pay Rate: W2 only (no c2c) Position Type: Multiyear ... Advanced working knowledge of Azure DevOps (ADO), including backlog management, queries, dashboards ...

System One

Strategic Planning Specialist

Merrifield, VA · Remote

$100K - $135K/yr

Strategic Planning Specialist Location: Remote Pay Rate: W2 only (no c2c) Position Type: Multiyear ... Advanced working knowledge of Azure DevOps (ADO), including backlog management, queries, dashboards ...

System One

Strategic Planning Specialist

Merrifield, VA · Remote

$100K - $135K/yr

Strategic Planning Specialist Location: Remote Pay Rate: W2 only (no c2c) Position Type: Multiyear ... Advanced working knowledge of Azure DevOps (ADO), including backlog management, queries, dashboards ...

EnerSys Delaware, Inc.

Planning Specialist

Commack, NY · On-site

$75K - $90K/yr

EnerSys Advanced Systems (EAS) is a specialized division of EnerSys-a global leader in stored ... Compensation Range: $75,000-$90,000 Learn More About EAS Job Purpose The Planning Specialist at ...

EnerSys

Planning Specialist

Commack, NY · On-site

$75K - $90K/yr

EnerSys Advanced Systems (EAS) is a specialized division of EnerSys-a global leader in stored ... Compensation Range: $75,000-$90,000 Learn More About EAS Job Purpose The Planning Specialist at ...

EnerSys Delaware Inc.

Planning Specialist

Commack, NY

$75K - $90K/yr

EnerSys Advanced Systems (EAS) is a specialized division of EnerSys--a global leader in stored ... Compensation Range: $75,000-$90,000 Learn More About EAS Job Purpose The Planning Specialist at ...

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All JobsAdvanced Planning Specialist Jobs

Advanced Planning Specialist information

See salary details

$31K

$71.1K

$111.5K

How much do advanced planning specialist jobs pay per year?

As of Aug 7, 2026, the average yearly pay for advanced planning specialist in the United States is $71,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,000.00 and $86,000.00 per year, depending on experience, location, and employer.

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

AspectAdvanced Planning SpecialistSupply Chain Planner
CredentialsTypically requires a degree in supply chain, logistics, or related field; certifications like APICS CPIM or CSCP are commonSimilar credentials; often holds supply chain or logistics certifications
Work EnvironmentWorks in planning departments, using advanced software to optimize supply chain processesOperates within logistics and procurement teams, focusing on scheduling and inventory management
Employer & Industry UsageUsed across manufacturing, retail, and logistics companies for strategic planningCommon in similar industries, focusing on operational planning and execution

While both roles involve supply chain planning, the Advanced Planning Specialist typically focuses on high-level, strategic planning using advanced tools, whereas the Supply Chain Planner handles day-to-day scheduling and inventory management. The roles often overlap but differ in scope and focus.

What are the key skills and qualifications needed to thrive as an advanced planning specialist, and why are they important?

To thrive as an Advanced Planning Specialist, you need expertise in financial planning, estate planning, and insurance products, often supported by certifications such as CFP or ChFC. Familiarity with financial planning software, CRM systems, and estate documentation tools is typically required. Strong interpersonal communication, analytical thinking, and attention to detail set top performers apart in this role. These skills ensure comprehensive, client-focused plans that address complex financial needs and maintain regulatory compliance.

What is an advanced planning specialist?

Advanced Planning Specialists are professionals who assist clients with comprehensive financial planning, focusing on complex issues such as estate planning, tax strategies, retirement planning, and wealth transfer. They often work with high-net-worth individuals, businesses, or financial institutions to create customized solutions that address long-term financial goals. Their expertise combines knowledge of financial products, tax laws, and legal considerations to optimize clients' financial outcomes. Advanced Planning Specialists may collaborate with attorneys, accountants, and financial advisors to ensure a holistic approach. Their role is critical for clients seeking to preserve and grow wealth for future generations.

What are some common challenges faced by advanced planning specialists, and how can they be addressed?

Advanced Planning Specialists often encounter challenges such as managing complex client needs, staying updated with changing regulations, and coordinating across multiple departments like legal, tax, and finance. Addressing these challenges involves strong organizational and communication skills, continuous professional development, and leveraging collaborative planning tools. Building strong relationships with both clients and internal teams can also help ensure the planning process is thorough, compliant, and tailored to client goals.
More about Advanced Planning Specialist jobs
What job categories do people searching Advanced Planning Specialist jobs look for? The top searched job categories for Advanced Planning Specialist jobs are:
Advanced Planning Specialist jobs near you
Infographic showing various Advanced Planning Specialist job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, 3% Part Time, and 8% Contract. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution, with an average salary of $71,119 per year, or $34.2 per hour.

Financial Planning Specialist

Altfest Personal Wealth Management

Manhattan, NY • On-site

$90K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 9 days ago

Job description

Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and implement investment and financial planning advice. This role is designed with an emphasis on career growth within our financial planning team.

Responsibilities:

As a member of our advanced planning team, you will:

  • Actively support advisors with technical financial planning tied to client’s objectives.
  • Based on a client’s goals and circumstances, assist in the creation of custom financial plans.
  • Assist in the review of a client’s current investments and objectives, create a picture of their current portfolio composition and, within the firm’s guidelines, help create a custom portfolio that the firm will manage.
  • Grow into being a specialist and leader in a niche area of investments or financial planning. You may participate on one of the firm’s committees that cover a segment of the investment universe or a specific area of financial planning.

Qualifications:

  • Financial Planning experience (fee-only is a plus)
  • Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus
  • Undergraduate degree in Finance or related areas
  • Ability to value customer service as highly as financial returns
  • Strong written and verbal communication skills
  • Detail-oriented
  • Self-starter, takes initiative
  • Team player, collaborative, able to work with and through others
  • Organized and able to set priorities
  • Of the highest integrity
  • Provides strong, personalized, and proactive care for clients
  • Desire/ability to work successfully in a small company environment

Salary & Benefits:

Compensation Range: $90,000-$105,000 (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.

Generous benefits include Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability FSA, Traditional and Roth 401(k).

Altfest Personal Wealth Management is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. Crains New York Business ranked Altfest Personal Wealth Management as a Best Place to Work in NYC in 2020, 2022, 2023, 2024, and 2025! Named by InvestmentNews as a Best Place to Work for Financial Advisors in 2024!