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Strategic Planning Associate Jobs in Georgia (NOW HIRING)

MIO Partners

Wealth Planning Associate

Atlanta, GA

... strategies for high net worth individuals and families. The Wealth Planning Associate will play an ... integral role throughout the planning process, including gathering and analyzing client information ...

New

Oscar Health

Manager, Strategic Planning

Atlanta, GA · Remote

$105K - $138K/yr

You will report into the Associate Director, Strategic Planning. Work Location: This is a remote position, open to candidates who reside in Atlanta, GA. You will be fully remote; however, our ...

Oscar Health

Manager, Strategic Planning

Atlanta, GA · On-site

$105K - $138K/yr

You will report into the Associate Director, Strategic Planning. Work Location: This is a remote position, open to candidates who reside in Atlanta, GA. You will be fully remote; however, our ...

Oscar Health

Manager, Strategic Planning

Atlanta, GA · Remote

$105K - $138K/yr

You will report into the Associate Director, Strategic Planning. Work Location: This is a remote position, open to candidates who reside in Atlanta, GA. You will be fully remote; however, our ...

MIO Partners

Wealth Planning Associate

Atlanta, GA · On-site

... strategies across public and private markets. A defining characteristic of our business is our ... The Wealth Planning Associate will play an integral role throughout the planning process, including ...

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Strategic Planning Associate information

See Georgia salary details

$32.9K

$61.4K

$127.5K

How much do strategic planning associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for strategic planning associate in Georgia is $61,399.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,400.00 and $68,800.00 per year, depending on experience, location, and employer.

What does a strategic planning associate do?

A Strategic Planning Associate supports an organization's long-term goals by conducting research, analyzing data, and helping develop business strategies. They work closely with senior management to identify opportunities for growth and improvement, prepare presentations, and track the progress of strategic initiatives. Their role often involves market analysis, competitor benchmarking, and financial modeling to inform decision-making. Strategic Planning Associates play a key part in ensuring the organization stays competitive and aligned with its objectives.

What are the key skills and qualifications needed to thrive as a strategic planning associate?

To thrive as a Strategic Planning Associate, you need strong analytical skills, business acumen, and a relevant degree in business, finance, or a related field. Familiarity with data analysis tools such as Excel, PowerPoint, and business intelligence platforms, as well as experience with strategic planning frameworks, is often required. Excellent communication, critical thinking, and collaboration skills help you effectively present insights and work across departments. These skills are crucial for developing actionable strategies that drive organizational growth and ensure informed decision-making.

What are some common challenges faced by strategic planning associates when working with cross-functional teams?

Strategic Planning Associates often collaborate with teams from various departments, such as finance, marketing, and operations. A common challenge is aligning different stakeholders’ priorities and ensuring everyone is on the same page regarding strategic objectives. Effective communication and strong interpersonal skills are essential to bridge gaps, facilitate consensus, and drive strategic initiatives forward. Navigating competing interests and managing timelines can also be demanding, but these experiences build valuable problem-solving and leadership skills.

What is the difference between Strategic Planning Associate vs Business Analyst?

AspectStrategic Planning AssociateBusiness Analyst
Required CredentialsBachelor's degree in Business, Finance, or related field; some roles prefer certifications like CBAPBachelor's degree in Business, Finance, or related field; certifications like CBAP or PMI-PBA are common
Work EnvironmentCorporate strategy teams, consulting firms, or corporate planning departmentsBusiness units, consulting firms, or corporate departments analyzing processes and data
Employer & Industry UsageUsed in corporate strategy, consulting, and finance sectorsCommon across finance, technology, healthcare, and consulting industries

While both roles involve analysis and strategic thinking, a Strategic Planning Associate focuses on developing long-term strategies and corporate plans, whereas a Business Analyst concentrates on analyzing business processes and data to improve efficiency. The roles often overlap but differ in scope and focus, with the associate more involved in strategic initiatives and the analyst in operational improvements.

What are the most commonly searched types of Strategic Planning jobs in Georgia?

The most popular types of Strategic Planning jobs in Georgia are:

What are popular job titles related to Strategic Planning Associate jobs in Georgia?

For Strategic Planning Associate jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Strategic Planning Associate jobs in Georgia look for?

The top searched job categories for Strategic Planning Associate jobs in Georgia are:

What cities in Georgia are hiring for Strategic Planning Associate jobs?

Cities in Georgia with the most Strategic Planning Associate job openings:

Strategic Planning Associate jobs near you

Wealth Planning Associate

Atlanta, GA

MIO Partners
Investment Management and Consulting Services • 51 - 200 employees
Learn more about MIO Partnersexternal

Full-time

Posted 3 days ago

New

Job description

Position & Primary Responsibilities
MIO's Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join our team in Atlanta,GA. In this role, you will partner closely with the Wealth Planning Team and Investment Advisors to support the delivery of sophisticated estate,tax, and wealth planning strategies for high net worth individuals and families.

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models, conducting technical research, drafting client deliverables, developing educational materials, and supporting the team's planning wokflows.

Team and Client Support

Support Wealth Planners and Senior Wealth Planners in all activities:

  • Obtain, organize, and validate client information, planning assumptions, and documentation.
  • Enter and maintain data in eMoney and/or Vanilla, including assets, liabilities, estate structures, cash-flow assumptions, beneficiaries, insurance, and planning goals.
  • Build first-draft planning outputs, including cash-flow models, balance sheet visuals, wealth diagrams, baseline projections, and scenario runs for Senior Wealth Planner review.
  • Support estate tax calculations and illustrative planning scenarios using approved assumptions and templates.
  • Review and summarize existing estate planning documents, identifying decision points, missing information, follow-up questions, and potential planning considerations for Senior Wealth Planner.
  • Prepare meeting materials, meeting notes, and post-meeting action trackers; coordinate timely follow-up with Investment Advisors

Knowledge Building and Research
Build planning knowledge and improve team efficiency by:

  • Conducting preliminary research on estate planning, transfer tax, income tax, and financial planning questions; summarize findings for Senior Wealth Planner review.
  • Assisting with development and maintenance of state-specific estate and tax planning overviews.
  • Helping compile and update client education materials, primers, slides, visuals, diagrams, and internal templates.
  • Tracking planning-related legislative, regulatory, and industry developments and circulating concise internal takeaways.
  • Maintaining organized planning files, research notes, templates, and standard assumptions to improve consistency and efficiency.

Third-Party Service Providers (e.g., lawyers, accountants, etc.)
Collaborate with external providers and Advisory Team members to:

  • Maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers by region, specialty, and notes.
  • Track conference and webinar opportunities and circulate concise summaries relevant to planning topics or provider relationships following attendance.

Desired Background

  • Bachelor's degree required.
  • 2-4 years of experience in wealth management, financial planning support, trusts and estates, tax, or analytical finance roles.
  • Exceptional attention to detail, with the ability to analyze and interpret legal and financial documents and maintain clean planning inputs.
  • Strong written and verbal communication skills; professionalism, discretion, and a client-service mindset.
  • Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and/or Vanilla is a plus, and willingness to learn is expected.
  • Interest in estate planning and tax topics; interest in pursuing CFP or a similar credential over time is viewed favorably.

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