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Associate Planning Jobs in Kentucky (NOW HIRING)

Elder Law Guidance

Associate Attorney

Richmond, KY · On-site

$90K/yr

We are located in Richmond, KY, and we are seeking an Associate Attorney with a background in probate, estate planning, and guardianship matters. Compensation, Benefits, and Work-Life Balance: * The ...

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Pwc

ERP AI Engineer - Senior Associate

Louisville, KY · On-site

$77K - $202K/yr

Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of ...

Focus Partners Wealth

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...

Focus Partners Wealth

Tax Associate

Bowling Green, KY · On-site

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...

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All JobsAssociate Planning JobsAssociate Planning Jobs in Kentucky

Associate Planning information

See Kentucky salary details

$33.4K

$68K

$93.8K

How much do associate planning jobs pay per year?

As of Aug 6, 2026, the average yearly pay for associate planning in Kentucky is $67,991.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,600.00 and $79,500.00 per year, depending on experience, location, and employer.

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 foundational understanding of urban planning principles, data analysis, and report writing, typically supported by a degree in urban planning, geography, or a related field. Familiarity with Geographic Information Systems (GIS), project management software, and relevant planning regulations is often required. Strong communication, organization, and problem-solving skills help you effectively collaborate with stakeholders and address complex planning issues. These skills and qualifications are important for creating well-informed, sustainable plans that meet community needs and regulatory standards.

What is an associate planner?

Associate Planners are professionals who support the planning and execution of projects within organizations, typically in fields like urban planning, event planning, or corporate strategy. They assist senior planners with research, data analysis, report preparation, and coordination of activities to ensure projects meet their objectives and comply with relevant regulations. Associate Planners often interact with stakeholders, provide recommendations, and help manage timelines and resources. This role is ideal for individuals looking to build experience and advance in planning-related careers.

What are some common challenges faced by associate planners when managing multiple projects simultaneously?

Associate Planners often juggle several projects at once, which can make prioritization and time management challenging. Balancing competing deadlines, coordinating with cross-functional teams, and ensuring that all project requirements are met requires strong organizational skills and clear communication. Learning to effectively manage stakeholder expectations and adapt to shifting project scopes is key to success in this role. Many organizations provide mentorship and collaborative tools to support new Associate Planners as they develop these essential competencies.

What is the difference between Associate Planning vs Planning Analyst?

AspectAssociate PlanningPlanning Analyst
Required CredentialsBachelor's degree in Business, Economics, or related field; often entry-levelBachelor's or Master's degree in Business, Economics, or related field; some roles prefer experience
Work EnvironmentCorporate offices, retail, manufacturing, or logistics sectorsCorporate offices, consulting firms, or industry-specific departments
Employer & Industry UsageCommon in retail, manufacturing, and supply chain companiesUsed across industries like finance, retail, and manufacturing for data-driven planning
Common Search & Comparison IntentYesYes

While both roles involve planning and data analysis, Associate Planning typically serves as an entry-level position supporting senior planners, focusing on data collection and basic analysis. Planning Analysts often handle more complex data analysis, forecasting, and strategic planning tasks, requiring more experience or advanced degrees. Both roles are vital in ensuring effective resource allocation and operational efficiency within organizations.

What are the most commonly searched types of Planning jobs in Kentucky? The most popular types of Planning jobs in Kentucky are:
What cities in Kentucky are hiring for Associate Planning jobs? Cities in Kentucky with the most Associate Planning job openings:
Associate Planning jobs near you
Infographic showing various Associate Planning job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,991 per year, or $32.7 per hour.

Planning and Advice Associate - Covington, KY

Fidelity Investments

Covington, KY • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 27 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
  • As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
  • Guide clients using Fidelity's planning tools, research, and investment solutions.
  • Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
  • Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
  • Discuss market trends, investment concepts, and financial planning strategies.
  • Manage and prioritize your day using Salesforce and internal systems.

Skills & Expertise
  • Strong client relationship and consultative experience.
  • Experience with inbound/outbound warm leads and customer engagement.
  • Interest or knowledge in financial services and retirement planning.
  • Strong communication, technology, and time-management skills.
  • Ability and flexibility to work in a "hybrid" work setting, both at home and in office.
  • Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

Licensing & Development
  • Paid support to obtain SIE, Series 7, and Series 66.
  • Tuition reimbursement available for future credentials.

Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
  • Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)

Note: Fidelity is not providing immigration sponsorship for this position
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Customer Service, Sales
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.

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