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Strategic Planning Advisor Jobs (NOW HIRING)

WealthBridge Financial Group

NY · On-site

... strategies that align with their goals. You will leverage your financial expertise to offer ... As a Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to ...

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Strategic Planning Advisor information

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$72K

$125.9K

$201K

How much do strategic planning advisor jobs pay per year?

As of Sep 10, 2026, the average yearly pay for strategic planning advisor in the United States is $125,908.00, according to ZipRecruiter salary data. Most workers in this role earn between $101,500.00 and $134,000.00 per year, depending on experience, location, and employer.

How does a strategic planning advisor typically interact with other departments within an organization?

A Strategic Planning Advisor frequently collaborates with multiple departments such as finance, operations, marketing, and executive leadership to gather input and align strategic goals. This role often leads cross-functional meetings, facilitates workshops, and synthesizes diverse perspectives to build actionable plans. Effective communication and relationship-building are crucial, as the advisor bridges gaps between teams to ensure strategies are realistic and supported across the organization. By fostering collaboration, the advisor helps drive consensus and ensures that departmental objectives contribute to the company’s overall vision.

What are the key skills and qualifications needed to thrive as a strategic planning advisor, and why are they important?

To thrive as a Strategic Planning Advisor, you need strong analytical abilities, business acumen, and experience with strategy development, often supported by a degree in business, economics, or a related field. Familiarity with data analysis tools, strategic frameworks (like SWOT or PESTLE), and project management software is common and beneficial. Exceptional communication, critical thinking, and stakeholder management skills help distinguish top performers in this role. These skills are crucial for effectively guiding organizations toward their long-term goals and making informed, impactful decisions.

How do I become a Strategic Planning Advisor?

To become a Strategic Planning Advisor, candidates typically need a bachelor's degree in business, management, or a related field, with many roles preferring a master's degree such as an MBA. Relevant experience in strategic planning, project management, or consulting is often required, along with strong analytical, communication, and problem-solving skills. Certifications like the Certified Strategic Planner (CSP) can enhance prospects, and familiarity with strategic tools and data analysis software is beneficial.

What does a strategic planning advisor do?

A strategic planning advisor helps organizations develop long-term goals and strategies by analyzing market trends, internal capabilities, and competitive environments. They often facilitate planning sessions, create strategic documents, and provide recommendations to improve organizational performance. Strong analytical skills and knowledge of industry tools are essential for this role.
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Strategic Planning Advisor jobs near you
Infographic showing various Strategic Planning Advisor job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 84% Full Time, 12% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $125,908 per year, or $60.5 per hour.

Wealth Planning Advisor

Carmel, IN • On-site

WealthBridge Financial Group
Finance and Insurance • 51 - 200 employees
Learn more about WealthBridge Financial Groupexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 15 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply