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Director Financial Planning Cfp Jobs (NOW HIRING)

MasterCard

NY · On-site

$163 - $269/hr

Title and Summary Director, Financial Planning & AnalysisPosition Summary The Director, Financial Planning & Analysis will serve as a strategic finance leader and trusted advisor to senior leaders ...

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Director, FP&A

Indianapolis, IN · On-site

Director, FP&A Position Summary for Director, FP&A The primary goal of this position is to provide reliable financial analysis to the executive team for them to make sound financial decisions for the ...

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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?

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 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 Research

Charles Schwab

Lone Tree, CO • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.  

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. 

The Schwab Center for Financial Research develops thought leadership, educational content, and practical resources that help clients and financial professionals make informed financial planning decisions.  

As Director, Financial Planning Research, you will conduct research, shape Schwab’s perspective on important planning topics, and translate complex insights into clear frameworks, educational programs, advisor guidance, and client-facing resources. You will collaborate across product, technology, and business teams to identify emerging needs, solve complex planning challenges, and support the development and adoption of advisor-facing tools and capabilities. Your work will strengthen advisor conversations, improve client outcomes, and help advance Schwab’s position as a trusted source of financial planning insights. 

What you have

Required qualifications 

  • CFP® certification 
  • Bachelor’s degree in Financial Planning, Finance, Economics, Business, or a related field 
  • 10+ years of experience in financial planning, advisor consulting, wealth advisory, financial services research, or a related field 
  • Ability to apply Research Analysis and Problem Solving to evaluate complex financial planning topics, emerging trends, and investor needs 
  • Ability to use Written Communication to translate complex research and planning concepts into clear, practical guidance for advisors and clients 
  • Demonstrated Cross-Functional Collaboration and Decision Making when developing solutions with product, technology, and business partners 

Preferred qualifications 

  • Subject Matter Expertise in retirement planning, retirement income planning, Social Security, Medicare and healthcare planning, banking and lending, Risk Management, equity compensation, concentrated stock positions, or investor behavior 
  • Experience applying Content Strategy to develop thought leadership, articles, white papers, presentations, advisor guidance, or client education 
  • Experience using Educational Program Development to create or enhance financial planning curricula, learning experiences, or advisor education programs 
  • Ability to use Communication and Public Speaking to represent financial planning perspectives through presentations, webinars, conferences, media opportunities, or industry events 
  • Ability to demonstrate Adaptability when responding to evolving investor needs, industry trends, business priorities, and advisor technology 
  • Ability to build trusted relationships, align stakeholders, and establish consistent financial planning guidance across a large organization 
  • Experience supporting the development, rollout, or adoption of advisor-facing tools, workflows, training resources, or technology-enabled planning capabilities 

In addition to the salary range, this role is eligible for bonus or incentive opportunities. 


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply