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Director Financial Planning Cfp Jobs (NOW HIRING)

Mercer Advisors

Director, Financial Planning

Job Summary: The Director, Financial Planning takes a leading role in driving the success of ... CFP (Certified Financial Planning) designation required. Additional credentials preferred.

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

$150 - $200/hr

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

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$45.5K

$143.6K

$210K

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

As of Sep 5, 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 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.

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 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.

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?

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What job categories do people searching Director Financial Planning Cfp jobs look for?

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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 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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