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Associate Planning Jobs in Virginia (NOW HIRING)

LaBella Associates

Senior Planner

Richmond, VA · On-site

LaBella Associates' Planning Group seeks a Senior Planner to join our Richmond, Virginia office. Our planning team partners closely with municipalities to provide planning and zoning support that ...

smp

Resale - Planning Supervisor

Disputanta, VA

Minimum Requirements · Minimum Associate Degree and/or 5 years experience in related field. · Background in product planning, inventory management, or other related supply chain discipline highly ...

JT International S.A.

FP&A Associate

Danville, VA · On-site

Alfredo Laferte, Talent Attraction Expert FP&A Associate Purpose of the Role The FP&A Associate supports Leaf USA financial planning, forecasting, reporting, and performance analysis to enable data ...

ADP

Sr Workforce Planning Specialist

Norfolk, VA · On-site

ACW, AUX and time logged off) to determine an associate's availability. Reports the information to ... Support capacity planning by identifying gaps in staffing and proposing solutions * Maintain data ...

Range

Senior Financial Planning Associate

Mclean, VA · On-site

Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale ...

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Showing results 1-20

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 4, 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 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 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 July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $77,612 per year, or $37.3 per hour.

Wealth Planning Associate

Heritage Wealth Advisors, LLC

Richmond, VA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Position: Wealth Planning Associate

Location: Richmond, VA

Reports To: Director of Financial Planning & Tax

Department: Financial Planning and Tax

Status: Full-Time | Hybrid Work Environment

Hybrid expectation: Typically 4 days/week in-office in Richmond (flexible based on role needs and training).

FIRM OVERVIEW

Heritage Wealth Advisors is an independently owned Registered Investment Advisor (RIA) that specializes as a multi-family office serving ultra-high-net-worth families, individuals, and institutions. We are dedicated to protecting, growing, and sustaining wealth across generations through deeply personalized, long-term strategies. Our comprehensive services span six financial pillars: Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and Institutions.

Founded in 2005, Heritage is rooted in enduring relationships and guided by a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver thoughtful guidance and fiduciary care through every phase of life and legacy.

ROLE SUMMARY

The Wealth Planning Associate supports Wealth Advisors and Senior Wealth Advisors in delivering exceptional client service across financial planning, tax, and investment-related workflows. The role combines hands-on execution (meeting prep, follow-through, and documentation) with structured learning to build technical and operational expertise over time.

This is a growth-oriented role with increasing responsibility, supported by training, feedback, and evolving technology-enabled workflows. The Wealth Planning Associate reports to the Director of Financial Planning & Tax and partners with cross-functional teams to help execute client deliverables consistently and on time.

WHO WILL THRIVE HERE

You:

  • Communicate early and clearly—especially when priorities shift or deadlines are at risk.
  • Own the details, and know when to escalate and when to ask for guidance.
  • Bring a calm, professional presence with clients and teammates, and handle sensitive information with discretion and sound judgment.
  • Learn new tools and workflows (including AI-enabled tools) and share practical tips that make the team more effective.

RESPONSIBILITIES

Financial Planning, Tax and Client Service

Priorities are driven by client deadlines and advisor direction. You’ll start with meeting prep/follow-through, documentation, and core client-service execution; over time you’ll take on deeper planning, tax, and (where applicable) family office work as you build proficiency.

  • Client service & advisor support: partner with advisors across a shared coverage model and dedicated client teams; stay current on client priorities; drive client requests to resolution.
  • Client meetings: prepare materials and follow-up items; attend/shadow meetings as needed; capture notes and document client interactions thoroughly in the CRM.
  • Onboarding & coordination: partner with Operations to ensure smooth onboarding, paperwork completion, and timely processing.
  • Financial planning & analysis (scope expands over time): support planning deliverables, including balance sheets and cash flow projections using Tamarac Advisor View and eMoney; assist with review and summarization of estate planning documents.
  • Tax support (scope expands over time): assist with preparation of common tax forms and returns (e.g., W-2/1099, 1040, 1041, 1065, 990, 709) and tax projections/estimated payments. You will prepare (not sign) tax returns. During peak tax periods, workload may increase; we plan ahead as a team and communicate priorities clearly.
  • Family office support (as applicable): support QuickBooks bookkeeping and reporting packages; perform bill pay; maintain trust distribution schedules; track loan and payment schedules (external or intrafamily), and coordinate next steps with advisors.

Apprenticeship & Collaboration

  • Apprentice with advisors and the Senior Wealth Planning Associate to leverage historical client knowledge and build strong judgment.
  • Collaborate across client teams to keep information flowing and deliver a consistent client experience.
  • Experiment with new technology (including AI tools) to improve accuracy, speed, and consistency—while maintaining confidentiality and quality standards.
  • Document and share efficient workflows (templates, checklists, prompts, best practices) so the team benefits from what you learn.
  • Escalate internal or client-facing issues early with clear context and proposed options to the Wealth Advisor or Senior Wealth Advisor.
  • Contribute to internal initiatives (task forces) that improve firm efficiency, quality, and growth; help train/supervise interns as needed.

Professional & Community Engagement

  • Network with peers in the industry
  • Attend firm events
  • Develop a credentialing plan and engage with relevant professional and community organizations
  • Serve as a Heritage ambassador in the local community by professionally representing the firm and living our values

QUALIFICATIONS

  • A bachelor's degree is required, preferably in accounting or finance.
  • 1-3 years of relevant or transferable experience.
  • Existing plan or desire to pursue certification. Preferred credentials for pursuit include Certified Public Accountant (CPA), Certified Financial Planner (CFP), Enrolled Agent (EA), or Chartered Financial Analyst (CFA).
  • Demonstrated alignment with Heritage Core Values:
    • Collaboration - Partners across teams to share information, align priorities, and deliver consistently.
    • Intellectual Curiosity - Learns continuously; embraces new tools and best practices.
    • Integrity - Exercises sound judgment and discretion with confidential matters.
    • Passion - Brings energy and commitment to helping clients achieve their goals.
  • Proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint) and Adobe Acrobat, or willingness to learn quickly.
  • Clear written and verbal communication skills, including strong listening and the ability to communicate progress, priorities, and risks early.
  • Analytical and learning-oriented: able to analyze and synthesize information, learn technical concepts and firm processes, and seek guidance appropriately.
  • Execution mindset: strong attention to detail, organization, and ability to balance quality and pace to meet deadlines (including during peak periods).

COMPENSATION & BENEFITS

  • Competitive salary and bonus potential, based on experience and performance.
  • Comprehensive benefits package, including medical, dental, vision, life, AD&D, and disability insurance.
  • 401(k) with profit sharing.
  • Partial and/or full financial support for professional development, including certification programs, continuing education, and leadership training.
  • Paid time off (vacation, sick leave, holidays) with flexible scheduling and hybrid work options.
  • Parental leave and family leave policies.
  • Access to firm resources, internal planning services, and networking / thought leadership events.