Planner Jobs in New Hampshire
Planner jobs in New Hampshire are open across Manchester, Durham, and Franklin and other New Hampshire metros, with employers like Gentex, New York Life, and University of New Hampshire hiring at every experience level. Find a role that fits below and apply directly.
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See related jobsWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$117,000
Responsibilities:
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
Qualifications
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Valid FINRA Series 7 & 63/66 preferred but not required
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Possesses outstanding interpersonal and communication skills
- Prior health insurance or life insurance experience a bonus
- Must have graduated from high school or received a GED; a Bachelor’s degree is desired
- Previous customer service or experience as a sales representative preferred
- Current Life & Health insurance license is greatly valued
About Company
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. With over 170 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #69 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)
Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$117,000
Responsibilities:
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
Qualifications
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Valid FINRA Series 7 & 63/66 preferred but not required
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Possesses outstanding interpersonal and communication skills
- Prior health insurance or life insurance experience a bonus
- Must have graduated from high school or received a GED; a Bachelor’s degree is desired
- Previous customer service or experience as a sales representative preferred
- Current Life & Health insurance license is greatly valued
About Company
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. With over 170 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #69 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)
Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
See All 5 Planner Jobs in New Hampshire
Find roles in New Hampshire that match your experience and apply in just a few clicks.
Find Planner JobsPlanner Jobs by City in New Hampshire
Where New Hampshire roles are concentrated, by current openings.
Planner Job Market in New Hampshire
A snapshot from current New Hampshire openings, updated as new roles post.
Who's Hiring
- Gentex1
- New York Life1
- University of New Hampshire1
- Viant Medical1
- Watts Water Technologies1
Top Industries Hiring
- Automotive1
- Education1
- Insurance1
- Manufacturing1
- Medical Devices1
What New Hampshire Employers Look For
The qualifications that appear most often in planner jobs across New Hampshire.
- Bachelor's degree in a relevant field such as urban planning, supply chain management, or business
- Proficiency in planning or project management software relevant to the specific planning discipline
- One to three years of experience in a planning, coordination, or analyst role
- Strong analytical skills with the ability to interpret data and produce forecasts or recommendations
- Effective written and verbal communication skills for presenting plans to stakeholders
- Relevant certification such as AICP for urban planners or APICS credentials for supply chain planners
Planner Jobs in New Hampshire: Frequently Asked Questions
How many planner jobs are there in New Hampshire?
There are 5+ planner openings in New Hampshire on Migrate Mate as of June 2026, with the most roles in Manchester, Durham, and Franklin. New positions post regularly as employers across New Hampshire hire.
Which New Hampshire cities have the most planner jobs?
Manchester, Durham, and Franklin have the most planner openings in New Hampshire right now, with additional roles spread across smaller metros statewide.
Which companies hire planners in New Hampshire?
Employers hiring planners in New Hampshire include Gentex, New York Life, and University of New Hampshire, based on current listings on Migrate Mate as of June 2026.
Are there remote planner jobs in New Hampshire?
Yes. About 0% of planner openings tied to New Hampshire are remote or hybrid as of June 2026. The rest are on-site roles based in New Hampshire metros.
How do I apply for planner jobs in New Hampshire?
You can apply to planner jobs in New Hampshire directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred New Hampshire location, then apply to each one that fits.
See All 5 Planner Jobs in New Hampshire
Find roles in New Hampshire that match your experience and apply in just a few clicks.
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