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Advanced Planner Jobs Near Me

KeyBank

Key Private Bank Wealth Planner

Columbus, OH · On-site

$96K - $181K/yr

The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty ...

Keybank

Key Private Bank Wealth Planner

Columbus, OH

$96K - $181K/yr

The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty ...

Orveon

Planner, Material Supply Planning

Columbus, OH · Hybrid

About the Role The Planner, Supply & Material Planning will be responsible for managing component ... Advanced MS Excel skills: demonstrated ability to quickly manipulate large raw data sets to produce ...

Orveon

Planner, Material Supply Planning

Columbus, OH · On-site

About the Role The Planner, Supply & Material Planning will be responsible for managing component ... Advanced MS Excel skills: demonstrated ability to quickly manipulate large raw data sets to produce ...

Rittal North America LLC

Production Planner

Urbana, OH · On-site

This role requires a strong analytical mindset and advanced SAP expertise (PP & MM) to support a ... Participate in production planning meetings * Apply advanced analytics to optimize resources and ...

Rittal LLC

Production Planner

Urbana, OH · On-site

This role requires a strong analytical mindset and advanced SAP expertise (PP & MM) to support a ... Participate in production planning meetings * Apply advanced analytics to optimize resources and ...

The Marzetti Company

Demand Planner

Columbus, OH · On-site

Utilize statistical demand planning software to generate forecasts with advanced modeling techniques; supplement stat forecasts with offline analysis as required. * Where supply constraints exist ...

KDC-Columbus

Materials Planner

Groveport, OH

$36.06 - $40.87/hr

Microsoft Office Suite with advanced Microsoft Excel skills * Strong analytical and problem-solving ... Production Planning & Scheduling * Supply Chain Management * Budgeting / Forecasting Experience ID ...

KDC-Columbus

Materials Planner

Groveport, OH · On-site

$75K - $85K/yr

Microsoft Office Suite with advanced Microsoft Excel skills * Strong analytical and problem-solving ... Production Planning & Scheduling * Supply Chain Management * Budgeting / Forecasting Experience

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How much do advanced planner jobs pay per year?

As of Jul 31, 2026, the average yearly pay for advanced planner in the United States is $65,702.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $74,000.00 per year, depending on experience, location, and employer.
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Advanced Planner jobs near you
A map of the United States highlighting the number of Advanced Planner job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Advanced Planner job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Key Private Bank Wealth Planner

KeyBank

Columbus, OH • On-site

$96K - $181K/yr

Full-time

Re-posted 3 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Location:
175 S 3rd Street, Columbus Ohio
Job Summary
The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and implement advice.
Essential Functions
  • Actively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert
  • Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities
  • Collaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities
  • Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience
  • Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen
  • Collaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities
  • Support internal and external planning content development projects
  • Contribute thought leadership on planning to the Key Wealth Institute
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree in business related field or equivalent work experience (required)

Work Experience
  • Minimum of 5 years in financial planning capacity providing financial planning advice to affluent clients (required)
  • Minimum of 3 years providing financial planning advice to high-net-worth clients (preferred)

Licenses and Certifications
  • Certified Financial Planner (CFP) (required)

Skills
  • Expertise in goals-based planning process, including discovery, plan development and delivery.
  • Ability to coach advisors on both technical and consultative aspects of the planning process
  • Experience in modeling estate, wealth transfer, multi-generational, and liquidity event scenarios
  • Skilled in financial planning software; MoneyGuide and Wealth Studios preferred
  • Strong team player, responsive partner, and effective collaborator
  • Experience working with CRM tools
  • Knowledge of investment strategies and financial planning for affluent clients
  • Expertise in estate and legacy planning for multi-generational wealth
  • Understanding of asset allocation, investment selection, and portfolio construction
  • Ability to advise on cash flow, liquidity events, and funding strategies
  • Proficiency in designing retirement income strategies and tax-efficient withdrawal plans
  • Ability to align financial planning with long-term client goals and market conditions
  • Experience tailoring financial advice to the unique needs of affluent clients

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

Driving Requirements
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 05/29/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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