1

Strategic Planning Associate Jobs in Georgia (NOW HIRING)

The Company is powered by approximately 13,000 dedicated and talented associates. Visit us at www ... Own the strategic planning process, including developing multi-year strategic plans, defining ...

The Company is powered by approximately 13,000 dedicated and talented associates. Visit us at www ... Own the strategic planning process, including developing multi-year strategic plans, defining ...

The Company is powered by approximately 13,000 dedicated and talented associates. Visit us at www ... Own the strategic planning process, including developing multi-year strategic plans, defining ...

Associate Director, Strategy

Atlanta, GA · On-site

$106.78 - $119/hr

Clients hire us for our track record of excellence in strategic planning, investment, and ... Zenith looking for a talented Associate Media Director, Strategy to manage the day-to-day Media ...

Qualifications 3+ years of experience in cross-channel branding strategy or media/communications ... Associates on day-to-day activities and all aspects of the planning process, as well as client ...

Qualifications 3+ years of experience in cross-channel branding strategy or media/communications ... Associates on day-to-day activities and all aspects of the planning process, as well as client ...

next page

Showing results 1-20

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 22, 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 cities in Georgia are hiring for Strategic Planning Associate jobs?

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

Senior Planning Associate

Modera Wealth Management

Atlanta, GA • Hybrid

$85K - $105K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago


Job description

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Senior Planning Associate in Atlanta, GA that is responsible for supporting our advisors through all phases of the client relationship. This role is hybrid, with 3 days required in office.  

Responsibilities:

  • Conduct in-depth client interviews to gather personal financial data and to formulate planning goals
  • Develop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding
  • Assist clients with the implementation of their financial plans
  • Participate in client meetings to support the primary relationship manager
  • Review and interpret investment allocation trading reports
  • Collaborate with the client service team to facilitate and monitor client service activities
  • Research financial planning strategies and potential tax law changes
  • Assist with projects and support wealth management team, including onboarding of new wealth management staff
  • Additional projects and duties as needed

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:

  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:

  • Bachelor's Degree required
  • 3-5 years of financial planning experience, or other related financial services industry experience
  • FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
  • CFP certification, or education completed in order to sit for test

Skills and Competencies:

  • Proven analytical and problem-solving skills
  • Detail-oriented with a focus on accuracy
  • Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Actively engages as a team member
  • Adaptability and flexibility
  • Client first attitude
  • Occasional travel may be required

Benefits:

  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
  • Partial remote work
  • Salary range: $85,000-105,000. This is an exempt role.
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.