We believe great planning is proactive, disciplined, and implementation-focused. About the Role We are not looking for an administrative assistant, paperwork processor, or traditional paraplanner. We ...
We believe great planning is proactive, disciplined, and implementation-focused. About the Role We are not looking for an administrative assistant, paperwork processor, or traditional paraplanner. We ...
MERCHANDISE FINANCIAL PLANNER
Virginia Beach, VA ยท On-site
$62K - $81K/yr
Responsible for supervision and training of their direct reports Financial Planners and schedules work prepares performance reviews selects approves and or recommends associate hiring promotions and ...
MERCHANDISE FINANCIAL PLANNER
Virginia Beach, VA ยท On-site
$62K - $81K/yr
Responsible for supervision and training of their direct reports Financial Planners and schedules work prepares performance reviews selects approves and or recommends associate hiring promotions and ...
Maintenance Planner
Danville, VA ยท On-site
$31.81 - $35.34/hr
Associate's degree in a relevant field (or equivalent experience in lieu of degree). * 2+ years ... planning or scheduling, with proficiency in a CMMS platform . * Familiarity with inventory ...
Quick apply
Maintenance Planner
Danville, VA ยท On-site
$31.81 - $35.34/hr
Associate's degree in a relevant field (or equivalent experience in lieu of degree). * 2+ years ... planning or scheduling, with proficiency in a CMMS platform . * Familiarity with inventory ...
Maintenance Planner
$31.81 - $35.34/hr
Associate's degree in a relevant field (or equivalent experience in lieu of degree). * 2+ years ... planning or scheduling, with proficiency in a CMMS platform . * Familiarity with inventory ...
Maintenance Planner
$31.81 - $35.34/hr
Associate's degree in a relevant field (or equivalent experience in lieu of degree). * 2+ years ... planning or scheduling, with proficiency in a CMMS platform . * Familiarity with inventory ...
Assortment Planner
Chesapeake, VA ยท On-site
$75K - $82K/yr
Our associates play an important role in this commitment by embracing change and showing up for ... Planning Dollar Tree
Assortment Planner
Chesapeake, VA ยท On-site
$75K - $82K/yr
Our associates play an important role in this commitment by embracing change and showing up for ... Planning Dollar Tree
Maintenance Planner
Danville, VA ยท On-site
$31.81 - $35.34/hr
Associate's degree in a relevant field (or equivalent experience in lieu of degree). * 2+ years ... planning or scheduling, with proficiency in a CMMS platform . * Familiarity with inventory ...
Maintenance Planner
Danville, VA ยท On-site
$31.81 - $35.34/hr
Associate's degree in a relevant field (or equivalent experience in lieu of degree). * 2+ years ... planning or scheduling, with proficiency in a CMMS platform . * Familiarity with inventory ...
Transportation Planner - TDM/Micro-Transit-Fairfax,Virginia
Manassas, VA ยท On-site
$70K - $83K/yr
Whitman Requardt and Associates, LLP (WRA) is seeking a talented and motivated Transportation Planner to work with our team of planners and engineers to transit projects. This is an outstanding ...
Transportation Planner - TDM/Micro-Transit-Fairfax,Virginia
Manassas, VA ยท On-site
$70K - $83K/yr
Whitman Requardt and Associates, LLP (WRA) is seeking a talented and motivated Transportation Planner to work with our team of planners and engineers to transit projects. This is an outstanding ...
Our associates play an important role in this commitment by embracing change and showing up for ... Planning Dollar Tree
Our associates play an important role in this commitment by embracing change and showing up for ... Planning Dollar Tree
Assortment Planner
Chesapeake, VA ยท On-site
Our associates play an important role in this commitment by embracing change and showing up for ... Planning Dollar Tree
Assortment Planner
Chesapeake, VA ยท On-site
Our associates play an important role in this commitment by embracing change and showing up for ... Planning Dollar Tree
Our associates play an important role in this commitment by embracing change and showing up for ... Planning Dollar Tree
Our associates play an important role in this commitment by embracing change and showing up for ... Planning Dollar Tree
Transportation Planner - TDM/Micro-Transit-Fairfax,Virginia
Montclair, VA ยท On-site
$68K - $81K/yr
Whitman Requardt and Associates, LLP (WRA) is seeking a talented and motivated Transportation Planner to work with our team of planners and engineers to transit projects. This is an outstanding ...
Transportation Planner - TDM/Micro-Transit-Fairfax,Virginia
Montclair, VA ยท On-site
$68K - $81K/yr
Whitman Requardt and Associates, LLP (WRA) is seeking a talented and motivated Transportation Planner to work with our team of planners and engineers to transit projects. This is an outstanding ...
Planner I, II or III
Gloucester, VA ยท On-site
$58K - $88K/yr
PLANNING and ZONING Opening Date: 06/23/2026 Description Gloucester County's Human Resources ... Associate Degree * Bachelor's Degree * Master's Degree or higher 03 What post-secondary degrees ...
Planner I, II or III
Gloucester, VA ยท On-site
$58K - $88K/yr
PLANNING and ZONING Opening Date: 06/23/2026 Description Gloucester County's Human Resources ... Associate Degree * Bachelor's Degree * Master's Degree or higher 03 What post-secondary degrees ...
Material Planner
Portsmouth, VA ยท On-site
$65K - $75K/yr
Planning and Execution Manager FLSA STATUS: Exempt PAY RANGE: $65,000.00-$75,000.00 Annually DOE ... Associates degree or equivalent work experience required. * Minimum four (4) or more years working ...
Material Planner
Portsmouth, VA ยท On-site
$65K - $75K/yr
Planning and Execution Manager FLSA STATUS: Exempt PAY RANGE: $65,000.00-$75,000.00 Annually DOE ... Associates degree or equivalent work experience required. * Minimum four (4) or more years working ...
Transportation Planner
Roanoke, VA ยท On-site
$67K - $80K/yr
... associate brand products and solutions to address the needs of a broad range of customers and ... Daily Load Planning for Domestic JB Hunt Runs * Preparing daily Warehouse Schedule * Domestic ...
Transportation Planner
Roanoke, VA ยท On-site
$67K - $80K/yr
... associate brand products and solutions to address the needs of a broad range of customers and ... Daily Load Planning for Domestic JB Hunt Runs * Preparing daily Warehouse Schedule * Domestic ...
Title Material Planner About the Organization IMIA,LLC is the only national marine surface ... Associates degree or equivalent work experience required. * Minimum four (4) or more years working ...
Title Material Planner About the Organization IMIA,LLC is the only national marine surface ... Associates degree or equivalent work experience required. * Minimum four (4) or more years working ...
Transportation Planner
$67K - $80K/yr
... associate brand products and solutions to address the needs of a broad range of customers and ... Daily Load Planning for Domestic JB Hunt Runs * Preparing daily Warehouse Schedule * Domestic ...
Transportation Planner
$67K - $80K/yr
... associate brand products and solutions to address the needs of a broad range of customers and ... Daily Load Planning for Domestic JB Hunt Runs * Preparing daily Warehouse Schedule * Domestic ...
Associate's degree and five (5) years of experience with Production Planning, Manufacturing Process Modeling, and Enterprise Requirements Planning OR * Bachelor's degree and three (3) years of ...
Associate's degree and five (5) years of experience with Production Planning, Manufacturing Process Modeling, and Enterprise Requirements Planning OR * Bachelor's degree and three (3) years of ...
Associate's degree and five (5) years of experience with Production Planning, Manufacturing Process Modeling, and Enterprise Requirements Planning OR * Bachelor's degree and three (3) years of ...
Quick apply
Associate's degree and five (5) years of experience with Production Planning, Manufacturing Process Modeling, and Enterprise Requirements Planning OR * Bachelor's degree and three (3) years of ...
Associate Facilities Coordinator (Facilities Planner, Associate)
Chantilly, VA ยท On-site
$17.50 - $23.50/hr
Summary Redwire Space, Inc. is seeking an Associate Facilities Coordinator. This position is on ... The planner plays an important role in maintaining a safe, functional, and high-quality work ...
Associate Facilities Coordinator (Facilities Planner, Associate)
Chantilly, VA ยท On-site
$17.50 - $23.50/hr
Summary Redwire Space, Inc. is seeking an Associate Facilities Coordinator. This position is on ... The planner plays an important role in maintaining a safe, functional, and high-quality work ...
Associate's degree and five (5) years of experience with Production Planning, Manufacturing Process Modeling, and Enterprise Requirements Planning OR * Bachelor's degree and three (3) years of ...
Associate's degree and five (5) years of experience with Production Planning, Manufacturing Process Modeling, and Enterprise Requirements Planning OR * Bachelor's degree and three (3) years of ...
Associate Planner information
See Virginia salary details
$38.2K - $44.4K
3% of jobs
$44.4K - $50.7K
4% of jobs
$50.7K - $57K
8% of jobs
$63.2K is the 25th percentile. Wages below this are outliers.
$57K - $63.2K
9% of jobs
$63.2K - $69.5K
9% of jobs
$69.5K - $75.8K
10% of jobs
The median wage is $77.8K / yr.
$75.8K - $82K
16% of jobs
$88.3K is the 75th percentile. Wages above this are outliers.
$82K - $88.3K
15% of jobs
$88.3K - $94.5K
11% of jobs
$94.5K - $100.8K
8% of jobs
$100.8K - $107.1K
5% of jobs
$38.2K
$77.6K
$107.1K
How much do associate planner jobs pay per year?
What does an Associate Planner do?
What are some common challenges faced by Associate Planners when balancing multiple projects with tight deadlines?
What are the key skills and qualifications needed to thrive as an Associate Planner, and why are they important?

Other
Posted 25 days ago
Job description
About the Company
We specialize in retirement income planning, tax-efficient distribution strategies, Roth conversion planning, and helping families create predictable retirement outcomes. We believe great planning is proactive, disciplined, and implementation-focused.
About the Role
We are not looking for an administrative assistant, paperwork processor, or traditional paraplanner. We are looking for a Planning Quarterbackโthe person responsible for ensuring every retirement, tax, and Roth conversion strategy is accurately maintained, updated, and executed. This person will become the primary bridge between the Lead Advisor, clients, CPAs, and our planning team. Their role is to keep financial plans current as life changes and ensure recommendations are implemented correctly.
Responsibilities
- Attend client meetings and capture detailed planning notes
- Complete and maintain client fact finders
- Prepare planning packets before meetings
- Coordinate with our planning team to update retirement roadmaps
- Track and manage annual Roth conversion opportunities
- Review tax returns and tax projections
- Coordinate with CPAs and clients regarding planning updates
- Maintain retirement distribution strategies as circumstances change
- Track implementation of planning recommendations
- Serve as the central planning liaison for assigned client relationships
- Build, maintain, and improve planning spreadsheets and workflows
Qualifications
We welcome candidates from financial planning, accounting, tax, engineering, analytics, military leadership, operations, or similar highly analytical professions. CFPยฎ, CPA, EA, ChFC, or other financial designations are welcome but not required. We care more about capability, ownership, analytical thinking, and execution.
Required Skills
- Highly analytical and detail-oriented
- Strong Excel and spreadsheet skills
- Naturally organized and process-driven
- Comfortable reviewing tax returns and financial statements
- Strong written communication skills
- Enjoys solving financial planning problems
- Able to manage multiple complex cases simultaneously
- Thrives in a fast-paced, high-accountability environment
Preferred Skills
CFPยฎ, CPA, EA, ChFC, or other financial designations are welcome but not required.
Pay range and compensation package
Location: Williamsburg, VA (In-Person Preferred)
Equal Opportunity Statement
We are committed to diversity and inclusivity.