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Associate Planner Jobs in Oklahoma (NOW HIRING)

Bank of America

Wealth Planner - EGP

Oklahoma City, OK · On-site

... planning for retirement, education, legacy, and other life goals through investment advice and ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

Bank of America

Wealth Planner - EGP

Oklahoma City, OK · On-site

... planning for retirement, education, legacy, and other life goals through investment advice and ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

Boeing

Sr. Manufacturing Planner

Oklahoma City, OK · Hybrid

$97K - $132K/yr

Sr. Manufacturing Planner Company: The Boeing Company Boeing Defense, Space & Security (BDS ... Associate) and typically 9 or more years' related work experience or an equivalent combination of ...

Cherokee Nation

Discharge Planner

Tahlequah, OK · On-site

... Associate (LSWA), or Registered Nurse (RN) is preferred but not required; any licensure held must be maintained throughout employment. OTHER REQUIREMENTS • The employee must not be and will not be ...

Boeing

Sr. Manufacturing Planner

Oklahoma City, OK · On-site

$97K - $132K/yr

Sr. Manufacturing Planner Company: The Boeing Company Boeing Defense, Space & Security (BDS ... Associate) and typically 9 or more years' related work experience or an equivalent combination of ...

Boeing

Sr. Manufacturing Planner

Oklahoma City, OK · Hybrid

$97K - $132K/yr

Sr. Manufacturing Planner Company: The Boeing Company Boeing Defense, Space & Security (BDS ... Associate) and typically 9 or more years' related work experience or an equivalent combination of ...

Cherokee Nation

Discharge Planner

Tahlequah, OK

... Associate (LSWA), or Registered Nurse (RN) is preferred but not required; any licensure held must be maintained throughout employment. OTHER REQUIREMENTS • The employee must not be and will not be ...

RPOA Advisors Inc

Client Service Associate

Oklahoma City, OK · On-site

$13.50 - $18.50/hr

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with ... The Associate will be relied upon for both professional and personal support in a fast-paced ...

Brimer, Butler & Verner, CPAs

Be Seen First

TAX ASSOCIATE

Ardmore, OK · On-site

$55K - $75K/yr

We are currently hiring for the position of Tax Associate. Job Summary We are seeking a detail ... This role involves managing tax compliance, managing tax planning strategies, and providing ...

Talnt

Senior Tax Associate

Norman, OK · On-site

$85K - $100K/hr

The Tax Senior Associate is a public accounting professional responsible for preparing complex tax returns, supporting tax planning initiatives, and providing exceptional client service across a ...

Talnt

Senior Tax Associate

Tulsa, OK · On-site

$85K - $100K/hr

The Tax Senior Associate is a public accounting professional responsible for preparing complex tax returns, supporting tax planning initiatives, and providing exceptional client service across a ...

Talnt

Senior Tax Associate

Oklahoma City, OK · On-site

$85K - $100K/hr

The Tax Senior Associate is a public accounting professional responsible for preparing complex tax returns, supporting tax planning initiatives, and providing exceptional client service across a ...

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Showing results 1-20

All JobsAssociate Planner JobsAssociate Planner Jobs in Oklahoma

Associate Planner information

See Oklahoma salary details

$35.5K

$72.3K

$99.7K

How much do associate planner jobs pay per year?

As of Aug 12, 2026, the average yearly pay for associate planner in Oklahoma is $72,281.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,100.00 and $84,500.00 per year, depending on experience, location, and employer.

What does an associate planner do?

An Associate Planner typically assists in the development and implementation of plans for land use, urban development, or organizational projects. They conduct research, analyze data, prepare reports, and help coordinate public meetings or stakeholder consultations. Working under the supervision of senior planners, they support projects related to zoning, community development, or resource management. This role often serves as an entry-level position for those pursuing a career in planning, offering valuable experience in both public and private sector environments.

What are some common challenges faced by associate planners when balancing multiple projects with tight deadlines?

Associate Planners often manage several projects simultaneously, which can make prioritization and time management challenging, especially when unexpected changes arise. Juggling competing deadlines requires strong organizational skills and the ability to communicate effectively with both internal teams and external stakeholders. Utilizing project management tools and regularly updating supervisors on progress can help mitigate these challenges. As you gain experience, you'll develop strategies to efficiently handle shifting priorities and tight timelines.

Is being an associate planner a good career?

An associate planner is an entry-level position in urban or regional planning that offers opportunities to develop skills in data analysis, zoning, and community engagement. It can lead to advancement into senior planning roles and often requires relevant education and certifications. The career provides a stable work environment with potential for professional growth in the planning field.

How to become an associate planner with no experience?

To become an associate planner with no experience, candidates should focus on obtaining a relevant bachelor's degree such as urban planning, geography, or environmental studies. Gaining skills in GIS software, data analysis, and project management through coursework or internships can improve prospects, and entry-level positions often require strong communication and organizational skills.

What are the key skills and qualifications needed to thrive as an associate planner, and why are they important?

To thrive as an Associate Planner, you need a solid understanding of urban planning principles, data analysis, and land use regulations, usually supported by a degree in urban planning or a related field. Familiarity with GIS software, Microsoft Office Suite, and planning-specific databases is commonly required, and AICP certification can be advantageous. Strong communication, teamwork, and problem-solving skills help you effectively collaborate with stakeholders and present findings. These competencies are crucial for ensuring sound planning decisions, regulatory compliance, and successful project outcomes.

What does associate planner mean?

An associate planner is an entry-level or early-career professional responsible for supporting planning projects, analyzing data, and assisting senior planners in developing strategies. The role often requires strong organizational skills, proficiency with planning software, and knowledge of relevant regulations or standards. It serves as a stepping stone toward more senior planning positions.
What are the most commonly searched types of Planner jobs in Oklahoma? The most popular types of Planner jobs in Oklahoma are:
What job categories do people searching Associate Planner jobs in Oklahoma look for? The top searched job categories for Associate Planner jobs in Oklahoma are:
What cities in Oklahoma are hiring for Associate Planner jobs? Cities in Oklahoma with the most Associate Planner job openings:
Associate Planner jobs near you
Infographic showing various Associate Planner job openings in Oklahoma as of August 2026, with employment types broken down into 80% Full Time, 10% Part Time, and 10% Contract. Highlights an 100% In-person job distribution, with an average salary of $72,281 per year, or $34.8 per hour.

Wealth Planner - EGP

Bank of America

Oklahoma City, OK • On-site

Full-time

Re-posted 21 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 527 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Job Description:
This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Wealth Planners work closely with Financial Advisor(s) and/or Advisor Team(s) to provide comprehensive financial planning through strategic planning advice. They are focused on understanding clients' needs and goals proactively identifying strategic planning and investment opportunities to better meet client's financial objectives. They drive the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for Financial Advisor(s) and Advisor Team(s) to share with clients. They foster relationships with internal specialists to ensure alignment of client goals to plan and explore opportunities to further enhance client relationships. They possess a knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment Management. They also have a comprehensive understanding of the suite of solutions, platforms, and initiatives across the enterprise.
Responsibilities:
  • Leverages extensive financial data to identify possible solutions to meet client needs and goals
  • Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
  • Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
  • Engages with specialists and partners to address client needs and deliver solutions

Required Qualifications:
  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • SAFE ACT Registration; ADV-2B Required
  • CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
  • Understanding of how to deliver a strong overall client experience
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Possess and demonstrate strong communication skills
  • Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
  • Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
  • Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
  • Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Skills:
  • Business Development
  • Client Investments Management
  • Portfolio Analysis
  • Portfolio Management
  • Wealth Planning
  • Causation Analysis
  • Client Management
  • Data Visualization
  • Risk Modeling
  • Trading and Investment Analysis
  • Investment Management
  • Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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