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Entry Level Strategic Planner Jobs (NOW HIRING)

The Vermont Agency

Financial Planner

Albany, NY · On-site

$75K - $101K/yr

... We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level ... Join our team to begin honing your skills related to risk management, estate planning, debt and ...

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

... analytics-based strategies? We are seeking a money-minded individual who is looking for an ... Our successful entry-level financial advisor candidate has a passion for developing long-term ...

HNTB

Aviation Planner - Entry Level

Los Angeles, CA

$74K - $111K/yr

This opportunity entails being responsible for applying planning strategies utilizing various technologies and tools to gather and analyze data, assess outcomes, and develop reporting and visuals to ...

HNTB

Aviation Planner - Entry Level

Santa Ana, CA

$74K - $111K/yr

This opportunity entails being responsible for applying planning strategies utilizing various technologies and tools to gather and analyze data, assess outcomes, and develop reporting and visuals to ...

HNTB

Aviation Planner - Entry Level

Oakland, CA · On-site

$74K - $111K/yr

This opportunity entails being responsible for applying planning strategies utilizing various technologies and tools to gather and analyze data, assess outcomes, and develop reporting and visuals to ...

NYL - Boston

Financial Planner

Westborough, MA

$150K/yr

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level ... Join our team to begin honing your skills related to risk management, estate planning, debt and ...

Palm Tran

Planner I

Delray Beach, FL · On-site

$56K/yr

... entry-level planning professional in the Planning Division of Palm Tran. Employees in this position ... This position works with relative independence on strategic operations and planning implementation.

HNTB Corporation

Aviation Planner - Entry Level

Boston, MA · On-site

$74K - $111K/yr

This opportunity entails being responsible for applying planning strategies utilizing various technologies and tools to gather and analyze data, assess outcomes, and develop reporting and visuals to ...

HNTB

Aviation Planner - Entry Level

Boston, MA

$74K - $111K/yr

This opportunity entails being responsible for applying planning strategies utilizing various technologies and tools to gather and analyze data, assess outcomes, and develop reporting and visuals to ...

Prime AE Group Inc

Planner I

Jacksonville, FL · On-site

$60K - $63K/yr

We are currently seeking an entry-level Planner I to join our Jacksonville office. What You'll Do ... Strategic expansion backed by strong leadership and investment. * National Reach, Local Feel : Big ...

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Entry Level Strategic Planner information

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$99.4K

$133K

How much do entry level strategic planner jobs pay per year?

As of Aug 20, 2026, the average yearly pay for entry level strategic planner in the United States is $99,427.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,000.00 and $121,000.00 per year, depending on experience, location, and employer.

What is an entry level strategic planner?

An Entry Level Strategic Planner helps develop business strategies by analyzing market trends, company data, and industry insights. They assist senior planners in identifying opportunities, optimizing processes, and creating action plans to achieve business goals. Their role often involves conducting research, preparing reports, and collaborating with different teams to ensure strategic alignment. Strong analytical, problem-solving, and communication skills are essential for success in this position.

What are the typical daily responsibilities of an entry level strategic planner?

Entry level strategic planners often spend their days gathering and analyzing market data, preparing reports, and participating in meetings with senior team members to support ongoing projects. They may be tasked with researching industry trends, tracking project progress, and assisting in the preparation of presentations or recommendations for internal and client stakeholders. Collaboration with cross-functional teams, such as marketing, finance, and operations, is common, providing broad exposure and valuable experience. This variety of tasks helps new planners build a solid foundation for career growth within strategic planning and related fields.

What are the key skills and qualifications needed to thrive as an entry level strategic planner?

To thrive as an Entry Level Strategic Planner, you need strong analytical abilities, research skills, and a bachelor’s degree in business, marketing, or a related field. Familiarity with data analysis tools, presentation software, and project management platforms like Microsoft Excel, PowerPoint, and Asana is beneficial. Effective communication, critical thinking, and a collaborative mindset are valued soft skills in this position. These abilities help ensure you can support the development of actionable strategies, contribute to team goals, and adapt to evolving client or organizational needs.

What kind of experience should an Entry Level Strategic Planner have?

Entry level strategic planners typically have a bachelor's degree in business, marketing, or related fields. Internships, project work, or experience with data analysis, market research, and strategic thinking are valuable. Familiarity with tools like Excel, PowerPoint, and basic understanding of industry trends are also beneficial.
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Entry Level Strategic Planner jobs near you
Infographic showing various Entry Level Strategic Planner job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 79% Physical, 6% Hybrid, and 15% Remote job distribution, with an average salary of $99,427 per year, or $47.8 per hour.

Associate Financial Planner

Strategies for Wealth

Boston, MA

$100K/yr

Full-time

Posted 15 days ago

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation:

$90,000 - $100,000


Responsibilities:
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
  • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer.
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
  • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
  • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
  • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
  • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.

Qualifications:
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

  • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.

  • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.

  • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.

  • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.

  • Education: A bachelor's degree in finance, business, economics, or a related field is preferred.

  • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.


About Company

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.