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Personal Planner Jobs (NOW HIRING)

Foster Klima

Personal Financial Planner

Fargo, ND · Remote

$105K/yr

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential * Exemplary math skills, communication skills ...

Valor Family Financial

Personal Financial Planner

$77K - $104K/yr

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities The ideal ...

Foster Klima

Personal Financial Planner

Bismarck, ND · On-site +1

$75K - $101K/yr

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities What You'll Do ...

Brown and Root

Planner

Ontario, CA · On-site

May require wearing appropriate personal protective equipment (PPE) when in operational areas. * Normal working hours, with possible overtime during major project phases or outages. Planner 1 is ...

Brown & Root

Planner

Ontario, CA · On-site

May require wearing appropriate personal protective equipment (PPE) when in operational areas. * Normal working hours, with possible overtime during major project phases or outages. Planner 1 is ...

Brown & Root

Planner

Ontario, CA · On-site

May require wearing appropriate personal protective equipment (PPE) when in operational areas. * Normal working hours, with possible overtime during major project phases or outages. Planner 1 is ...

Spicer Group

Planner

Saginaw, MI · On-site

PLANNER PLANNING, PARKS & RECREATION SERVICE LINE POSITION SUMMARY Spicer Group is seeking a ... personal goals. This includes, but is not limited to: * Competitive Pay * Health, Dental, and ...

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Personal Planner information

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How much do personal planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for personal planner in the United States is $65,702.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $74,000.00 per year, depending on experience, location, and employer.

What does a personal planner do?

A Personal Planner helps individuals organize their schedules, set goals, and manage tasks to improve productivity and work-life balance. They may assist with planning daily activities, special events, budgeting, and time management strategies. Personal Planners often work with clients to create customized plans that align with their personal and professional priorities.

What does a typical day look like for a personal planner?

A typical day for a Personal Planner involves coordinating schedules, arranging appointments, managing travel plans, and handling a variety of personal or administrative tasks for their clients. The role may also require responding to last-minute changes, researching vendors or services, and acting as a point of contact with other professionals. Personal Planners often work independently but maintain close communication with the individuals or families they support, ensuring all details run smoothly. This dynamic environment offers variety and the opportunity to make a tangible impact on clients’ daily lives.

What are the key skills and qualifications needed to thrive in the personal planner position, and why are they important?

To thrive as a Personal Planner, you need strong organizational abilities, attention to detail, and time management skills, often supported by experience in scheduling and administrative support roles. Familiarity with digital calendar systems, project management software, and communication platforms is typically expected. Excellent interpersonal skills, discretion, and adaptability help Personal Planners build trust and respond effectively to clients' changing needs. These competencies ensure smooth coordination of personal and professional tasks, enhancing client satisfaction and overall productivity.

How much does a personal planner get paid?

The average salary for a personal planner ranges from $35,000 to $60,000 per year, depending on experience, location, and client base. Many personal planners work independently or for firms, and earnings can vary based on the number of clients and services offered.

Is being a personal planner a stressful job?

Being a personal planner can be stressful due to managing multiple client needs, tight deadlines, and coordinating various schedules. Success in the role often depends on strong organizational skills, communication, and the ability to handle pressure. The job typically involves working in a fast-paced environment and requires attention to detail.
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What are the most commonly searched types of Personal Planner jobs?

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What states have the most Personal Planner jobs?

States with the most job openings for Personal Planner jobs include:

What job categories do people searching Personal Planner jobs look for?

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Personal Planner jobs near you
Infographic showing various Personal Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Knowledge Management Lawyer - Exempt Organizations and Personal Planning

Simpson Thacher and Bartlett LLP

New York, NY • On-site

Full-time

Posted 8 days ago

Key responsibilities

  • Develop and implement knowledge strategies and projects to meet the needs of the Exempt Organizations and Personal Planning practice groups.

  • Assist attorneys with adopting AI-enabled workflows, evaluate legal technology trends, and support the use of AI tools to improve efficiency and clarity.

  • Create and maintain practice resources, such as precedents and guides, and develop visual reports and dashboards to provide insights into business and matter data.

Job description

The Knowledge Management Lawyer (KML) - Exempt Organizations and Personal Planning is responsible for helping to develop the knowledge strategy and implement projects to meet the knowledge needs of the Exempt Organizations and Personal Planning practice groups. The KML will leverage their legal expertise, knowledge management best practices and advanced technologies including Artificial Intelligence (AI)-powered tools and solutions to enhance knowledge capture, improve efficiency, clarity, and speed of execution. The KML will develop and maintain essential knowledge assets and support the delivery of a broad portfolio of KM services for the Exempt Organizations and Personal Planning practice groups.

Job Duties & Responsibilities

Knowledge Strategy

  • Collaborate with the Knowledge & Innovation Department and practice group attorneys to develop and implement solutions and best practices to increase effectiveness and efficiency in the Exempt Organizations and Personal Planning practice groups

  • Collaborate with the Applied Analytics and Practice Solutions teams to evaluate and pilot legal technology, artificial intelligence applications, and client-facing applications that enhance the delivery of legal services

AI Engagement and Support

  • Stay abreast of emerging legal technology trends and tools that can improve operational efficiency and client service

  • Identify and validate pain points and map them to viable AI-driven use cases, particularly where AI support could improve efficiency, clarity or speed of execution

  • Assist attorneys in adopting AI-enabled workflows through proactive outreach and hands-on support

  • Serve as a resource for attorneys seeking AI solution support, assisting with tool selection and prompt design and refinement

Thought Leadership

  • Monitor and inform the practices of key legal and legislative developments of interest to the Exempt Organizations and Personal Planning practice groups and their clients

  • Write and publish client alerts and articles on such developments, as well as conduct research on legal developments or new areas of law relevant to the Exempt Organizations and Personal Planning practice groups

Knowledge Resources & Practice Intelligence

  • Develop and maintain practice resources, including precedents, templates, guides and other "know-how" materials and ensure resources are readily accessible on the Firm's intranet and other content sharing platforms

  • Identify and implement processes for capturing relevant business and matter data in the Firm's experience management database

  • Design and maintain visual reports and dashboards that surface insights into business and matter data for internal audiences and client presentations

ClientDevelopment& Engagement

  • Assist attorneys and Client Development & Engagement in preparation of RFP responses, pitch-books and relevant materials for business development and client engagement

  • Monitor and disseminate information relating to client preferences and compliance protocols and ensure that client specific information is disseminated to attorneys

Training & Mentorship

  • Collaborate with practice group attorneys and the Legal Training and Development team to identify practice-related training needs; assist in the creation of materials for group trainings and CLE programs

  • Mentor associates by providing them with best practices and assisting them in locating practice-related knowledge resources and documents

  • Train associates on the use of various research databases and sources

  • Educate new associates on the levels of judicial authority, difference between final and proposed IRS regulations, and the precedential authority of IRS rulings, memorandums, and notices

  • Be a source of legal, market, and practical expertise for all members of the Exempt Organizations and Personal Planning Practice Groups

Collaboration

  • Collaborate and coordinate with other professional staff and departments of the Firm to improve content, procedures and communications to ensure seamless support for the Exempt Organizations and Personal Planning Groups

  • Provide other knowledge support to the practice group as may be assigned by the Exempt Organizations and Personal Planning Group Chairs, Chief Knowledge & Innovation Officer, Knowledge Management Director or Senior KM Lawyer

Education

  • J.D. or equivalent

Skills & Experience Requirements

  • Minimum of five years of experience in a large law firm in the areas of exempt organizations, trusts and estates, and/or tax law with an emphasis on gift and estate tax

  • Extensive knowledge of relevant legal practices and documents

  • Outstanding communication skills, both written and verbal

  • Self-starter and highly motivated

  • Strong customer service skills and prompt response time to incoming requests

  • Attention to detail and excellent organizational skills

  • Ability to solve problems, both for technical issues and in situations involving collaboration with attorneys and non-legal staff/departments

  • Demonstrated good business judgment and analytical skills

  • Prior publication experience (e.g., law firm client alerts) a plus

Salary Information

NY Only: The estimated base salary range for this position is $250,000 to $300,000 at the time of posting.

The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible.


Simpson Thacher will not sponsor applicants for work visas for this position.

Privacy Notice

For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available athttps://www.stblaw.com/other/privacy-notice.

Simpson Thacher & Bartlett is committed to a collegial work environment in which all individuals are treated with respect and dignity.The Firm prohibits discrimination or harassment based upon race, color, religion, gender, gender identity or expression, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, veteran's status or any other legally protected status. This Policy pertains to every aspect of an individual's relationship with the Firm, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.

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