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Associate Planning Jobs in Virginia (NOW HIRING)

Whalen Search Group

Planning Supervisor

Disputanta, VA · On-site

Associate's Degree and/or 5+ years of relevant supply chain, planning, purchasing, or inventory management experience. Required Skills * Previous leadership experience with direct reports, including ...

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All JobsAssociate Planning JobsAssociate Planning Jobs in Virginia

Associate Planning information

See Virginia salary details

$38.2K

$77.6K

$107.1K

How much do associate planning jobs pay per year?

As of Aug 25, 2026, the average yearly pay for associate planning in Virginia is $77,612.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $90,700.00 per year, depending on experience, location, and employer.

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 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 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 Virginia?

The most popular types of Planning jobs in Virginia are:

What cities in Virginia are hiring for Associate Planning jobs?

Cities in Virginia with the most Associate Planning job openings:

Associate Planning jobs near you
Infographic showing various Associate Planning job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 64% Full Time, 33% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $77,612 per year, or $37.3 per hour.

Wealth Planning Associate

Richmond, VA • On-site

Heritage Wealth Advisors, LLC
Finance and Insurance • 11 - 50 employees
Learn more about Heritage Wealth Advisors, LLCexternal

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

Wealth Planning Associate

Richmond, Virginia

Full-Time | Hybrid

Salary Range: $65,000–$75,000 + Bonus Potential

Reports to: Director of Financial Planning & Tax

Hybrid Expectation: Typically four days per week in the office, with flexibility based on role needs and training.


Heritage Wealth Advisors is seeking a Wealth Planning Associate to help serve ultra-high-net-worth families and institutions while building broad technical experience across financial planning, tax, investments, estate planning, and family office matters.

Working alongside experienced advisors and specialists, you’ll contribute directly to client work from the start, with responsibility increasing as your knowledge and judgment develop.

This is an opportunity for someone early in their career who is intellectually curious, highly accountable, and looking to build the foundation for a long-term career in wealth advisory.

The Work

  • Support sophisticated client relationships, partnering with Wealth Advisors and Senior Wealth Advisors to understand client priorities, prepare for meetings, execute next steps, and move client needs through resolution.
  • Build hands-on planning experience across balance sheets, cash flow projections, estate planning reviews, tax considerations, investments, and other aspects of a family’s financial life.
  • Develop tax planning and preparation knowledge, assisting with projections, estimated payments, and preparation of individual, trust, partnership, nonprofit, gift, and related tax returns.
  • Participate in client meetings, preparing materials, capturing key decisions and next steps, maintaining accurate CRM records, and taking on greater client interaction as your experience grows.
  • Gain exposure to family office work, which may include reporting, bookkeeping review, bill pay, trust distributions, and loan tracking for complex family relationships.
  • Coordinate across the advisory team, working with Financial Planning & Tax, Investment Advisory, Operations, Philanthropy, and other specialists to keep client work moving accurately and on time.
  • Take ownership of the details, anticipating needs, communicating progress and potential issues early, and following assignments through to completion.
  • Build your professional proficiency, learning directly from experienced advisors, pursuing relevant credentials, and taking on increasingly complex planning and client responsibilities.
  • Help improve how we work, contributing ideas, technology, and new approaches, including appropriate use of AI-enabled tools, to improve accuracy, efficiency, and the client experience.

The Associate We’re Looking For

  • You stay curious, motivated by sophisticated work and the opportunity to continually deepen your expertise.
  • You’re intellectually curious, with a genuine interest in understanding how financial planning, tax, investments, estate strategy, and family dynamics connect.
  • You take ownership, paying close attention to the details while understanding how your work contributes to a larger client relationship.
  • You learn quickly and ask thoughtful questions, seeking guidance when needed and applying what you learn the next time.
  • You communicate clearly, keeping advisors and teammates informed and approaching sensitive client information with professionalism and discretion.
  • You value high standards, balancing accuracy, responsiveness, and deadlines in an environment where the details matter.
  • You’re motivated to grow, seeking deeper technical knowledge, professional credentials, and increasing responsibility over time.


Qualifications

  • Bachelor’s degree, preferably in accounting, finance, economics, business, or a related field.
  • 1–3 years of relevant or transferable professional experience.
  • Interest in pursuing a professional designation such as the CFP®, CPA, EA, or CFA.
  • Strong analytical skills and an interest in developing technical expertise across financial planning and tax.
  • Clear written and verbal communication skills.
  • Strong organization, attention to detail, and follow-through.
  • Sound judgment and discretion when working with confidential client information.
  • Proficiency with Microsoft Office and Adobe Acrobat, with the ability and interest to learn financial planning, CRM, tax, and other technology platforms.

Compensation & Benefits

The anticipated salary range for this position is $65,000–$75,000, based on experience and capabilities, with additional bonus potential.

Heritage also offers:

  • Comprehensive medical, dental, vision, life, AD&D, and disability insurance.
  • 401(k) with profit sharing.
  • Financial support for professional development, certifications, continuing education, and leadership development.
  • Paid vacation, sick leave, and holidays.
  • A flexible hybrid work environment.
  • Parental and family leave.
  • Access to Heritage resources, internal expertise, professional networks, and thought leadership opportunities.

About Heritage

Heritage Wealth Advisors is an independently owned Registered Investment Advisor and multi-family office serving ultra-high-net-worth families, individuals, and institutions.

Since 2005, we have helped clients protect, grow, share, and sustain wealth across generations. Our work brings together interconnected disciplines: Family Office, Financial Planning, Investment Management, Tax Planning & Compliance, Philanthropy, and Institutions.

With offices in Richmond and Charlottesville, Virginia, and Pittsburgh, Pennsylvania, Heritage is built around a collaborative model: specialists working together around the client, with a long-term view of both wealth and legacy.