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Strategic Planning Associate Jobs in Rindge, NH (NOW HIRING)

Rise North Capital

Financial Associate

Nashua, NH · On-site

About the Role In your role as a Financial Associate, we will help you build your career in ... strategies. • Offer solutions in insurance, asset accumulation, and retirement planning. • ...

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Strategic Planning Associate information

See Rindge, NH salary details

$38.3K

$71.5K

$148.4K

How much do strategic planning associate jobs pay per year?

As of Aug 25, 2026, the average yearly pay for strategic planning associate in Rindge, NH is $71,464.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,500.00 and $80,100.00 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 Rindge, NH?

The most popular types of Strategic Planning jobs in Rindge, NH are:

What cities near Rindge, NH are hiring for Strategic Planning Associate jobs?

Cities near Rindge, NH with the most Strategic Planning Associate job openings:

Strategic Planning Associate jobs near you

Planning and Advice Associate - Merrimack, NH

Fidelity Investments

Merrimack, NH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 151 rated financial services

Job description


Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
  • As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
  • Guide clients using Fidelity's planning tools, research, and investment solutions.
  • Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
  • Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
  • Discuss market trends, investment concepts, and financial planning strategies.
  • Manage and prioritize your day using Salesforce and internal systems.

Skills & Expertise
  • Strong client relationship and consultative experience.
  • Experience with inbound/outbound warm leads and customer engagement.
  • Interest or knowledge in financial services and retirement planning.
  • Strong communication, technology, and time-management skills.
  • Ability and flexibility to work in a "hybrid" work setting, both at home and in office.
  • Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

Licensing & Development
  • Paid support to obtain SIE, Series 7, and Series 66.
  • Tuition reimbursement available for future credentials.

Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
  • Click here for a local news story about how we are helping our
  • employee's payback their student loan debt (opens in a new tab)

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service, Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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