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Director Financial Planning Jobs (NOW HIRING)

Mercer Advisors

Director, Financial Planning

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process.

Mercer Advisors

Director, Financial Planning

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process.

Mercer Advisors

Director, Financial Planning

Denver, CO · On-site +1

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process.

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150K - $200K/yr

Job Summary The Director of Financial Planning leads WaFd Wealth's financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building ...

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150K - $200K/yr

Job Summary The Director of Financial Planning leads WaFd Wealth's financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building ...

Kinder's

Director, Financial Planning

Walnut Creek, CA · On-site

We are looking for a Director of Financial Planning to be the enterprise owner and steward of the company's budgeting, forecasting, and long-range planning processes. This role ensures financial ...

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150K - $200K/yr

The Director of Financial Planning leads WaFd Wealth's financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building, implementing, and ...

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Director Financial Planning information

See salary details

$45.5K

$143.6K

$210K

How much do director financial planning jobs pay per year?

As of Sep 5, 2026, the average yearly pay for director financial planning in the United States is $143,621.00, according to ZipRecruiter salary data. Most workers in this role earn between $122,500.00 and $161,000.00 per year, depending on experience, location, and employer.

What does a director of financial planning do?

A Director of Financial Planning is responsible for overseeing an organization's financial planning, budgeting, and forecasting processes. They work closely with senior management to develop long-term financial strategies, analyze financial data, and provide insights to support business decisions. This role often involves leading a team of financial analysts, ensuring compliance with financial regulations, and helping to align financial goals with overall business objectives. The Director of Financial Planning plays a crucial role in driving the financial health and growth of the company.

What are the key skills and qualifications needed to thrive as a director of financial planning?

To thrive as a Director of Financial Planning, you need expertise in financial analysis, budgeting, forecasting, and a relevant degree such as finance, accounting, or business, often supplemented by a CPA, CFA, or MBA. Advanced proficiency with financial modeling tools, ERP systems like SAP or Oracle, and data visualization software such as Power BI is typically required. Strong leadership, strategic thinking, and effective communication skills distinguish top performers in this role. These capabilities are essential for guiding organizational financial strategies, making informed decisions, and leading high-performing teams.

What are some common challenges faced by a director of financial planning when leading cross-departmental budgeting processes?

A Director of Financial Planning often navigates challenges such as aligning departmental goals with overall company objectives, managing competing priorities, and ensuring clear communication among various stakeholders. They must balance the need for fiscal discipline with the flexibility to support innovation and growth. Additionally, coordinating timelines and gathering accurate forecasts from multiple teams can require strong project management and negotiation skills. Successfully overcoming these challenges not only supports effective budgeting but also strengthens collaborative relationships across the organization.

What is the difference between Director Financial Planning vs Financial Analyst?

AspectDirector Financial PlanningFinancial Analyst
CredentialsBachelor's degree, often MBA, CPA or CFA certificationsBachelor's degree, often CFA or CPA certifications
Work EnvironmentStrategic planning, leadership, executive meetingsData analysis, reporting, financial modeling
Employer & Industry UsageCorporate finance departments, large organizationsFinance teams, investment firms, corporations

The main difference is that the Director of Financial Planning focuses on high-level strategic planning, overseeing teams, and making executive decisions, while a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting decision-making at a more operational level.

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What are the most commonly searched types of Financial Planning jobs?

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What states have the most Director Financial Planning jobs?

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Director Financial Planning jobs near you
Infographic showing various Director Financial Planning job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $143,621 per year, or $69 per hour.

Director, Financial Planning

Mercer Advisors

Remote

Full-time

Posted 9 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process. In addition, this role leads a team of planners that delivers financial planning, including training and oversight. 

Essential Job Functions:

  • Develop and maintain unified financial planning processes that drives efficiency for client service teams.
  • Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group.
  • Collect, codify, and disseminate best practices related to financial planning production.
  • Develop and maintain "playbook" on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service.
  • Proactively modify internal systems to support and enhance the financial planning experience.
  • Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring.
  • Cultivate superior relationships with wealth management team members in support of the financial planning process.
  • Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery.
  • Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization.
  • Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.

Qualifications and Skills:

  • Bachelor's degree required
  • 10+ years of successful experience in the financial services industry
  • CFP (Certified Financial Planning) designation required. Additional credentials preferred.
  • Ability to create content and deliverables in high volume, fast-paced environments
  • Track record of success with ultra-high net worth clients and complex financial planning situations
  • Experience determining the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions.
  • Proficiency in public speaking, to clients, prospective clients, and advisors, including large groups.
  • Successful track record of creating and implementing new programs and ideas across the organization.
  • Deep understanding of the financial planning profession and a forward-looking mindset
  • Skilled understanding of the business development environment, including channel partners
  • Comprehensive industry, financial planning, and investment management knowledge
  • Excellent communication, presentation, listening and analytical skills.
  • Strong attention to detail, and exceptional follow through
  • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
  • Established and active industry network

Work Schedule:  This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.

Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

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