Planning Advisor Jobs
Planning Advisor jobs are open across government agencies, financial services, real estate, and consulting firms, from entry-level to senior and principal roles, with specializations in urban planning, retirement planning, and strategic development. Find a role that fits below and apply directly.
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Job Description Summary
Job Description
About the Firm
Uhler Vertich White Advisors is a wealth management and financial planning firm serving affluent and high-net-worth families with a comprehensive, planning-driven approach. The firm specializes in helping clients navigate complex financial matters including investment management, retirement planning, tax planning, estate planning, trust strategies, insurance planning, and intergenerational wealth transfer. The team works collaboratively with clients' attorneys, accountants, and other professional advisors to develop tailored solutions designed to help families achieve long-term financial independence. The firm's philosophy is summarized by its guiding principle: "Tailored Solutions. Unwavering Care."
With a select client base and deep commitment to personalized service, the firm focuses on building long-term relationships and delivering sophisticated planning strategies that address all aspects of a client's financial life.
Position Summary
The Wealth Planning Advisor will work closely with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients while also contributing to the growth of the practice through business development and asset gathering.
This role is ideal for an experienced advisor who embraces a planning-first approach to wealth management and enjoys building deep, long-term relationships with clients. The successful candidate will participate in client meetings, prepare financial plans and recommendations, coordinate follow-up activities, and serve as a trusted resource to clients throughout their financial journey.
The ideal candidate possesses strong technical planning capabilities, excellent relationship management skills, and a genuine interest in helping clients navigate complex tax, estate, retirement, and wealth transfer considerations.
Key Responsibilities
Financial Planning & Client Advice
- Develop and deliver comprehensive financial plans tailored to client goals and objectives.
- Analyze client financial situations and provide recommendations related to retirement, investment, tax, insurance, and estate planning.
- Assist clients with implementing planning recommendations and monitoring progress toward their objectives.
- Participate in ongoing plan reviews and adjustments as client circumstances evolve.
- Support advanced planning discussions involving trusts, philanthropic giving, tax-efficient wealth transfer, and retirement income strategies.
Client Relationship Management
- Build and maintain strong relationships with existing clients and their families.
- Serve as a trusted advisor and consistent point of contact.
- Conduct review meetings and ongoing planning discussions.
- Deliver a high level of proactive communication and personalized service.
- Support relationship continuity across multiple generations of client families.
Advisor Development & Team Collaboration
- Prepare for client meetings, including financial plan analysis, agenda creation, and meeting materials.
- Shadow and participate in meetings alongside senior advisors.
- Document client conversations, recommendations, and action items.
- Coordinate follow-up tasks and ensure planning initiatives are completed accurately and on time.
- Work collaboratively with advisors, operations staff, accountants, attorneys, and other professional partners.
Business Development
- Cultivate referral opportunities within existing client relationships and professional networks.
- Develop new client relationships and contribute to asset growth.
- Represent the firm professionally within the community and professional circles.
- Support firm growth initiatives while maintaining a high standard of client service.
Project Management & Follow-Through
- Manage multiple client projects and planning engagements simultaneously.
- Ensure recommendations are implemented and tracked through completion.
- Maintain detailed client records and planning documentation. Demonstrate ownership, accountability, and strong follow-through on commitments.
Qualifications
Required
- Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
- FINRA Series 7 and Series 66 (or equivalent) licenses.
- Demonstrated experience working directly with clients in a wealth management environment.
- Strong understanding of investment management and comprehensive financial planning.
- Excellent communication and relationship-building skills.
Preferred
- CFP® certification strongly preferred.
- Other advanced wealth management designations such as ChFC®, CFA®, CIMA®, CPWA®, or CRPC®.
- Experience serving affluent or high-net-worth clients.
- Knowledge of retirement income planning, tax-efficient investing, and estate planning strategies. Experience collaborating with attorneys and accountants on client planning matters.
Benefits: Medical + HSA contribution, Dental, Vision insurance; Life Insurance; Long Term Care Insurance; Retirement; PTO + Market holidays
Travel: None
Workstyle: Onsite
Uhler Vertich White and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-LS1Job Description Summary
Job Description
About the Firm
Uhler Vertich White Advisors is a wealth management and financial planning firm serving affluent and high-net-worth families with a comprehensive, planning-driven approach. The firm specializes in helping clients navigate complex financial matters including investment management, retirement planning, tax planning, estate planning, trust strategies, insurance planning, and intergenerational wealth transfer. The team works collaboratively with clients' attorneys, accountants, and other professional advisors to develop tailored solutions designed to help families achieve long-term financial independence. The firm's philosophy is summarized by its guiding principle: "Tailored Solutions. Unwavering Care."
With a select client base and deep commitment to personalized service, the firm focuses on building long-term relationships and delivering sophisticated planning strategies that address all aspects of a client's financial life.
Position Summary
The Wealth Planning Advisor will work closely with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients while also contributing to the growth of the practice through business development and asset gathering.
This role is ideal for an experienced advisor who embraces a planning-first approach to wealth management and enjoys building deep, long-term relationships with clients. The successful candidate will participate in client meetings, prepare financial plans and recommendations, coordinate follow-up activities, and serve as a trusted resource to clients throughout their financial journey.
The ideal candidate possesses strong technical planning capabilities, excellent relationship management skills, and a genuine interest in helping clients navigate complex tax, estate, retirement, and wealth transfer considerations.
Key Responsibilities
Financial Planning & Client Advice
- Develop and deliver comprehensive financial plans tailored to client goals and objectives.
- Analyze client financial situations and provide recommendations related to retirement, investment, tax, insurance, and estate planning.
- Assist clients with implementing planning recommendations and monitoring progress toward their objectives.
- Participate in ongoing plan reviews and adjustments as client circumstances evolve.
- Support advanced planning discussions involving trusts, philanthropic giving, tax-efficient wealth transfer, and retirement income strategies.
Client Relationship Management
- Build and maintain strong relationships with existing clients and their families.
- Serve as a trusted advisor and consistent point of contact.
- Conduct review meetings and ongoing planning discussions.
- Deliver a high level of proactive communication and personalized service.
- Support relationship continuity across multiple generations of client families.
Advisor Development & Team Collaboration
- Prepare for client meetings, including financial plan analysis, agenda creation, and meeting materials.
- Shadow and participate in meetings alongside senior advisors.
- Document client conversations, recommendations, and action items.
- Coordinate follow-up tasks and ensure planning initiatives are completed accurately and on time.
- Work collaboratively with advisors, operations staff, accountants, attorneys, and other professional partners.
Business Development
- Cultivate referral opportunities within existing client relationships and professional networks.
- Develop new client relationships and contribute to asset growth.
- Represent the firm professionally within the community and professional circles.
- Support firm growth initiatives while maintaining a high standard of client service.
Project Management & Follow-Through
- Manage multiple client projects and planning engagements simultaneously.
- Ensure recommendations are implemented and tracked through completion.
- Maintain detailed client records and planning documentation. Demonstrate ownership, accountability, and strong follow-through on commitments.
Qualifications
Required
- Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
- FINRA Series 7 and Series 66 (or equivalent) licenses.
- Demonstrated experience working directly with clients in a wealth management environment.
- Strong understanding of investment management and comprehensive financial planning.
- Excellent communication and relationship-building skills.
Preferred
- CFP® certification strongly preferred.
- Other advanced wealth management designations such as ChFC®, CFA®, CIMA®, CPWA®, or CRPC®.
- Experience serving affluent or high-net-worth clients.
- Knowledge of retirement income planning, tax-efficient investing, and estate planning strategies. Experience collaborating with attorneys and accountants on client planning matters.
Benefits: Medical + HSA contribution, Dental, Vision insurance; Life Insurance; Long Term Care Insurance; Retirement; PTO + Market holidays
Travel: None
Workstyle: Onsite
Uhler Vertich White and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-LS1Planning Advisor Jobs by Experience Level
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Manufacturing
- Food & Beverage
- Chemicals & Materials
What Employers Look For
The qualifications that appear most often in planning advisor jobs.
- Bachelor's degree in planning, public policy, finance, or a related field
- Proficiency in GIS software such as ArcGIS for spatial analysis and mapping roles
- Experience developing and presenting planning recommendations to clients or stakeholders
- AICP certification or active candidacy preferred for public-sector and consulting positions
- Strong analytical skills with experience using data modeling or financial planning tools
- Two or more years of progressively responsible planning or advisory experience
Tips for Your Planning Advisor Job Search
Tailor your resume to the specialization
Planning advisor roles split between financial planning, urban and land use planning, and strategic business planning. Customize your resume to signal the right track, using the vocabulary and tools that match your target specialization, not a generic one-size-fits-all summary.
Highlight your stakeholder management experience
Planning advisors routinely present recommendations to clients, boards, or government bodies. Your resume should name the specific audiences you have presented to and the scale of decisions your planning work has influenced, not just the technical tools you used.
Pursue a recognized planning certification early
The AICP credential from the American Institute of Certified Planners is a hard filter at many public-sector and consulting employers. If you are still building toward eligibility, note your exam candidacy date on your resume so hiring managers know you are actively pursuing it.
Apply early to roles that fit
Migrate Mate lists planning advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a scenario-based answer for every phase
Planning advisor interviews typically probe your process from data gathering through recommendation delivery. Prepare at least one concrete story for each phase, including how you handled pushback from a client or decision-maker who disagreed with your recommendation.
Negotiate scope alongside compensation
Planning advisors often have room to negotiate the complexity and autonomy of their portfolio, not just salary. When you reach the offer stage, clarify which projects you would own end to end and which would involve shared oversight, since scope directly shapes career progression here.
Planning Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most planning advisors?
The most active employers for planning advisors right now are TIAA, Andrew Cao, and Goldman Sachs, and the most openings are in California, New York, and Texas, based on current listings on Migrate Mate as of November 2026. Demand tends to be strongest at consulting firms, government agencies, and regional planning commissions.
How many planning advisor jobs are remote?
About 64% of planning advisor openings are fully remote or hybrid as of November 2026, though availability varies significantly by specialization. Financial and strategic planning advisory roles are more likely to offer remote flexibility, while urban, land use, and community planning positions typically require on-site presence for fieldwork, public meetings, and agency coordination.
How do you become a planning advisor?
Start by earning a bachelor's degree in urban planning, public policy, finance, or a related field, then gain experience through internships or entry-level analyst roles that involve research, data analysis, and stakeholder communication. Building toward a recognized credential like the AICP strengthens your candidacy for senior advisory positions. Many planning advisors also deepen their expertise through a master's degree in planning or public administration.
Can you get hired as a planning advisor with little experience?
Yes, entry-level planning advisor roles exist and typically look for a relevant degree, strong analytical and communication skills, and demonstrated interest through internships, academic projects, or volunteer work with a planning organization. Framing coursework projects as real planning deliverables, especially any that involved public engagement or data-driven recommendations, helps close the experience gap on your resume.
What does the planning advisor interview process look like?
Most planning advisor interviews include a phone or video screen focused on your background and planning philosophy, followed by a panel or in-person round with scenario-based questions about how you approach a planning problem from data gathering through recommendation. Some employers, particularly consulting firms and government agencies, include a written exercise or case study. Expect questions about how you handle conflicting stakeholder priorities.
Where can I find and apply to planning advisor jobs?
You can find and apply to planning advisor jobs on Migrate Mate, which lists current openings from employers across the United States. Find roles that match your specialization and experience level, then apply directly to each listing from the page.
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