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Advanced Planning Jobs (NOW HIRING)

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 ...

Fidelity Investments

VP, Advanced Planning

Merrimack, NH · On-site

$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 ...

New

Fidelity Investments

VP, Advanced Planning

Milwaukee, WI · On-site

$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 ...

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 ...

Fidelity Investments

VP, Advanced Planning

Los Angeles, CA · On-site

$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 ...

Fidelity Investments

VP, Advanced Planning

San Jose, CA · On-site

$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 ...

Fidelity Investments

VP, Advanced Planning

Aurora, CO · On-site +1

$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 ...

Fidelity Investments

VP, Advanced Planning

Chicago, IL · On-site

$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 ...

Fidelity Investments

VP, Advanced Planning

Los Angeles, CA · On-site

$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 ...

Fidelity Investments

VP, Advanced Planning

San Diego, CA · On-site

$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

See salary details

$19.5K

$67.1K

$98.5K

How much do advanced planning jobs pay per year?

As of Jun 26, 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 jobs pay 500,000 a year in the US?

In the US, high-paying roles such as senior executives (CEOs, CFOs, COOs), investment bankers, specialized surgeons, and certain technology executives can earn $500,000 or more annually. These positions often require extensive experience, advanced degrees, leadership skills, and sometimes performance-based bonuses or stock options.

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 is an advanced planner job description?

An advanced planner is responsible for developing and managing detailed project schedules, coordinating resources, and ensuring timely completion of tasks. They often use planning tools like Microsoft Project or Primavera and require strong organizational, analytical, and communication skills. The role may involve analyzing data, forecasting project needs, and collaborating with various teams to optimize workflows.

What job makes $10,000 a month without a degree?

In advanced planning or related fields, high-paying roles such as project managers, real estate investors, or sales directors can earn $10,000 or more monthly without a formal degree, often relying on experience, skills, and certifications. Success in these roles typically depends on industry knowledge, networking, and performance rather than formal education.

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 profession makes $400,000 a year?

In the field of advanced planning, senior roles such as strategic planners, financial directors, or project managers in large corporations can earn $400,000 or more annually, especially with extensive experience, certifications, and leadership responsibilities. High-level executives and specialists in industries like finance, consulting, or technology may also reach this income level.

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 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

VP, Advanced Planning

Fidelity Investments

West Hartford, CT • On-site

$118K - $226K/yr

Full-time

Medical, Retirement, PTO

Posted 2 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 139 rated financial services

Job description

Job Description:

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. 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 Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers 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 the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commutingdistance to an Investor Center or Regional Center in the states of MA, RI, CT or NH.

The Expertise and Skills You Bring

  • Bachelor's Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP
  • 13-15+ years overall work experience with 7+ 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
  • Retirement, financial, investment, and insurance planning (required)
  • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
  • Ability to create and review financial plans using tools such as eMoney
  • Experienced in working with business owners, start-ups/Pre IPO companies a plus
  • Works independently and able to lead an assigned territory to drive High Net Worth client engagements
  • Effectively coaches, develops, and applies junior team members
  • Thrives in a team environment to provide an exceptional client planning experience
  • Communicates complex subjects clearly and effectively
  • Emotional intelligence to successfully bond with and communicate with clients and their advisors
  • Possesses a solution-oriented, client-first work ethic
  • Works independently, balances tasks, and prioritizes work to maintain efficiency
  • Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes

Note: Fidelity is not providing 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 $118,000-226,000 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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