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Strategic Planning Associate Jobs (NOW HIRING)

Amgen SA

$180 - $230/hr

Associate Director Strategic Planning and Operations What you will do Global Patient Safety is a patient-first organization advancing how safety is monitored, understood, and acted upon through data ...

Mattel

Sr Associate, Strategic Planning

El Segundo, CA · On-site

Mattel is currently seeking a Senior Associate to join the Strategy and Corporate Development team ... planning process. * Partner closely with executives across the company on critical strategic ...

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Strategic Planning Associate information

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$72.7K

$151K

How much do strategic planning associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for strategic planning associate in the United States is $72,714.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,500.00 and $81,500.00 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.

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Strategic Planning Associate jobs near you
Infographic showing various Strategic Planning Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $72,714 per year, or $35 per hour.

Financial Planning Associate

Morton Wealth

Calabasas, CA • On-site

Full-time

Medical, Retirement

Re-posted 15 days ago

Job description

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Financial Planning Associate position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.
At Morton, our Financial Planning Associates play an important supportive role in the client experience as we believe that offering high-quality, nuanced financial planning is at the core of the value we bring to our clients. Working closely as a strategic partner with our Wealth Advisors, the core focus of this role is to advise high net worth clients on non-investment related financial planning subjects, including estate, insurance, tax, business and cash flow planning. In this role, you will have the opportunity to build relationships with our top clients, as well as participate in the growth of the company. Because we want our clients to have as strong of trust and relationship with our Financial Planning Associates as they do with their Wealth Advisor, each day offers opportunities to build your client-facing skillset, as well as planning acumen.
While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration. If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time.
Requirements
Our ideal candidate for this role will strive to reflect our core values in the following ways:
  • Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team. Exceptional attention to detail and works efficiently with little oversight.
  • Empowerment - Confident in recommendations and relays information in a way that is understandable when presenting to clients. Desires to continue learning and take on a specialty.
  • Empathy - Helps other team members by considering what they will need to be successful.
  • Ethical - Makes decisions and recommendations based on the best interest of the client.
  • Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
  • Enjoyment - Personal goals are focused around the team, personal fulfillment and helping others.

Daily responsibilities include:
  • Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
  • Provide advisory team with updates on current financial planning news and changes.
  • Develop comprehensive financial plans for high net worth clients , utilizing proficiency with eMoney.

Experience requirements:
  • Minimum 3 years of experience in a financial planning or advisory role at a wealth management firm, preferably at an RIA.
  • Certified Financial Planner (CFP) certification.

Our offer:
  • Competitive compensation package
  • Retirement and health benefits
  • Transparent career tracks and opportunities for advancement within the organization

Apply