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Director Financial Planning Cfp information

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$45.5K

$143.6K

$210K

How much do director financial planning cfp jobs pay per year?

As of Jul 26, 2026, the average yearly pay for director financial planning cfp 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 are the key skills and qualifications needed to thrive as a Director of Financial Planning (CFP), and why are they important?

To thrive as a Director of Financial Planning (CFP), you need advanced expertise in financial analysis, strategic planning, and a Certified Financial Planner (CFP) certification, often supported by a bachelor's or master's degree in finance or a related field. Proficiency with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and compliance tools is typically required. Strong leadership, interpersonal communication, and ethical judgment are crucial soft skills for guiding teams and building client trust. These skills are vital to ensure effective financial strategies, regulatory compliance, and long-term client satisfaction in a competitive environment.

How does a Director of Financial Planning with a CFP certification typically collaborate with other departments within a firm?

A Director of Financial Planning who holds a CFP certification often works closely with multiple departments, such as investment management, tax advisory, and compliance teams. This role requires regular coordination to ensure client financial plans are comprehensive, current, and aligned with legal and regulatory standards. Effective collaboration helps identify cross-departmental opportunities, streamline workflow, and enhance client service. These interactions also provide valuable exposure to a wide array of financial strategies and foster professional growth through interdisciplinary learning.

What does a Director of Financial Planning (CFP) do?

A Director of Financial Planning with a CFP (Certified Financial Planner) designation oversees the development and implementation of financial strategies for clients or organizations. They lead financial planning teams, analyze complex financial data, and ensure that plans align with clients’ goals and regulatory requirements. Directors in this role also mentor junior planners, coordinate with other departments, and help shape the overall financial direction of the company. Their expertise ensures clients receive comprehensive advice on investments, retirement, estate, and tax planning.

What is the difference between Director Financial Planning Cfp vs Financial Advisor?

AspectDirector Financial Planning CfpFinancial Advisor
CertificationsCFP required, often with additional leadership credentialsCFP common, but not always required
Work EnvironmentStrategic planning, team leadership, high-level client managementClient-facing, personalized financial advice
Employer & IndustryFinancial firms, corporations, wealth managementFinancial planning firms, banks, independent advisors

The main difference is that a Director Financial Planning Cfp typically holds a leadership role with strategic responsibilities and oversees teams, while a Financial Advisor primarily provides direct financial advice to clients. Both roles often require the CFP certification, but the Director position involves higher-level management and planning functions.

More about Director Financial Planning Cfp jobs
What cities are hiring for Director Financial Planning Cfp jobs? Cities with the most Director Financial Planning Cfp job openings:
What states have the most Director Financial Planning Cfp jobs? States with the most job openings for Director Financial Planning Cfp jobs include:
What job categories do people searching Director Financial Planning Cfp jobs look for? The top searched job categories for Director Financial Planning Cfp jobs are:
Director Financial Planning Cfp jobs near you
Infographic showing various Director Financial Planning Cfp job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 5% Internship, 87% Full Time, 5% Part Time, and 2% Summer. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $143,621 per year, or $69 per hour.
Director, Financial Planning

Director, Financial Planning

Edelman Financial Engines, LLC

El Segundo, CA • On-site

$125K - $350K/yr

Other

Medical, Dental, Retirement

Posted 28 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities:

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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