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Director Financial Planning Cfp Jobs (NOW HIRING)

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150K - $200K/yr

CFP certification (active and in good standing). * 5+ years of financial planning experience, including direct plan creation and client-facing planning discussions. * Leadership experience-managing ...

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150K - $200K/yr

CFP certification (active and in good standing). * 5+ years of financial planning experience, including direct plan creation and client-facing planning discussions. * Leadership experience-managing ...

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150K - $200K/yr

CFP certification (active and in good standing). * 5+ years of financial planning experience, including direct plan creation and client-facing planning discussions. * Leadership experience--managing ...

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Director Financial Planning Cfp information

See salary details

$45.5K

$143.6K

$210K

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

As of Aug 8, 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.

Is a CFP a lucrative career?

A Certified Financial Planner (CFP) can have a lucrative career, with many professionals earning a competitive salary that increases with experience, client base, and geographic location. CFPs often work in financial planning firms, banks, or independently, and earning the certification can lead to higher earning potential and career advancement.

How does a director of financial planning (CFP) 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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% 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 of Financial Planning (CFP preferred)

Mohr Talent

Austin, TX • On-site

$125 - $159/hr

Other

Posted yesterday

New

Job description

Director of Financial Planning (CFP preferred) Director of Financial Planning (CFP preferred) Director of Financial Planning (CFP preferred)

Austin, Texas Direct Hire $125000 /

Job Description

Director of Financial Planning
Austin, TX| $125,000-$160,000 salary plus bonus
Schedule: Monday-Thursday in office | Remote Fridays

About the Opportunity

We’re partnering with a growing wealth management organization looking for a Director of Financial Planning to help rebuild and expand its advanced planning function.

This is a high-visibility role for a CFP professional who can confidently support financial advisors, work directly with clients, handle complex planning needs, and help shape how the department grows.

The right person will be polished, technical, proactive, and excited by the chance to build something meaningful instead of simply maintaining an existing process.

What You’ll Be Doing
  • Partner directly with the Head of Advanced Planning to help grow and improve the planning department.
  • Support advisors and clients with advanced planning across retirement, tax, estate, investment, insurance, and risk topics.
  • Build financial plans using MoneyGuidePro, eMoney, RightCapital, Holistiplan, or similar tools.
  • Present recommendations clearly to advisors, clients, and internal leadership.
  • Create planning resources, presentations, whitepapers, and client-facing deliverables.
  • Help improve planning processes, evaluate technology, and identify ways AI can support the planning function.
  • Influence advisors to better leverage the planning department as a trusted internal resource.
  • Supervise one team member initially, with room for the team to grow.
What They’re Looking For
  • CFP highly preferred
  • 7+ years of financial planning experience.
  • Experience supporting advisors, clients, or high-net-worth planning cases.
  • Experience with $10M+ net worth clients preferred.
  • Strong knowledge of retirement, tax, estate, investment, insurance, and risk planning.
  • Hands-on experience with planning software and strong Excel modeling skills.
  • Strong presentation skills and the ability to earn trust quickly.
  • A proactive “figure it out and get it done” mindset.
Why You’ll Love It There

This is a rare opportunity to step into a role where your work will directly shape the future of the planning department. You’ll have visibility, ownership, leadership access, and the ability to make a real impact on advisors, clients, tools, processes, and long-term department growth.

Employees will appreciate:
  • $125,000-$160,000+ salary potential
  • 20% bonus opportunity
  • Remote Fridays
  • High visibility with senior leadership
  • Opportunity to build and improve a growing department
  • Exposure to advanced planning and high-net-worth client work
  • A role where creativity, ownership, and initiative are valued

Director of Financial Planning
Austin, TX| $125,000-$160,000 salary plus bonus
Schedule: Monday-Thursday in office | Remote Fridays

About the Opportunity

We’re partnering with a growing wealth management organization looking for a Director of Financial Planning to help rebuild and expand its advanced planning function.

This is a high-visibility role for a CFP professional who can confidently support financial advisors, work directly with clients, handle complex planning needs, and help shape how the department grows.

The right person will be polished, technical, proactive, and excited by the chance to build something meaningful instead of simply maintaining an existing process.

What You’ll Be Doing
  • Partner directly with the Head of Advanced Planning to help grow and improve the planning department.
  • Support advisors and clients with advanced planning across retirement, tax, estate, investment, insurance, and risk topics.
  • Build financial plans using MoneyGuidePro, eMoney, RightCapital, Holistiplan, or similar tools.
  • Present recommendations clearly to advisors, clients, and internal leadership.
  • Create planning resources, presentations, whitepapers, and client-facing deliverables.
  • Help improve planning processes, evaluate technology, and identify ways AI can support the planning function.
  • Influence advisors to better leverage the planning department as a trusted internal resource.
  • Supervise one team member initially, with room for the team to grow.
What They’re Looking For
  • CFP highly preferred
  • 7+ years of financial planning experience.
  • Experience supporting advisors, clients, or high-net-worth planning cases.
  • Experience with $10M+ net worth clients preferred.
  • Strong knowledge of retirement, tax, estate, investment, insurance, and risk planning.
  • Hands-on experience with planning software and strong Excel modeling skills.
  • Strong presentation skills and the ability to earn trust quickly.
  • A proactive “figure it out and get it done” mindset.
Why You’ll Love It There

This is a rare opportunity to step into a role where your work will directly shape the future of the planning department. You’ll have visibility, ownership, leadership access, and the ability to make a real impact on advisors, clients, tools, processes, and long-term department growth.

Employees will appreciate:
  • $125,000-$160,000+ salary potential
  • 20% bonus opportunity
  • Remote Fridays
  • High visibility with senior leadership
  • Opportunity to build and improve a growing department
  • Exposure to advanced planning and high-net-worth client work
  • A role where creativity, ownership, and initiative are valued

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com

Job Summary

Published: 8/3/2026

Type: Direct Hire

Location: Austin, Texas

Category: Other Area(s)

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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