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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 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.

Financial Planning Support Specialist

First Command Financial Services, Inc.

Fort Worth, TX • Hybrid

Full-time

Retirement

Posted 18 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

How does this role impact First Command?

The Financial Planning Support Specialist (FPSS) will report directly to the Director, Financial Planning Analytics & Experience. The FPSS performs a critical role as the primary SME and field-facing consultant on all aspects of the First Command financial planning software. The FPSS directly supports Financial Advisors (and support staff) with training, financial plan design and software support. This individual must maintain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, Social Security and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in all stages of financial planning, and a variety of product solutions. This individual must also develop and maintain expert understanding of all financial planning software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to help advisors apply quality control measures to financial plans to achieve the expected standards for Plan Quality. This individual works closely with Field Force Training, Advisor Operations, the field force, and other home office departments to advance the financial planning philosophy of the enterprise and promote coaching as the foundation of First Command’s client relationships.

What will the employee do in this role?

  • Respond to incoming questions and requests from Financial Advisors, support staff, and business partners.
  • Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables.
  • Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.
  • Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market.
  • Contribute to the creation of training content based on experience with variety of support requests.
  • Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed.
  • Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)
  • Develop and maintain deep expertise on financial planning software tools and related FinTech
  • Coordinate with other home office teams as needed to resolve advisor support requests

Qualifications

Education

  • Bachelor’s Degree, preferably in finance of business-related fields
  • Advanced credentials in financial planning a plus (CFP, ChFC, CPA, etc.)

Work Experience

  • 2 years of relevant financial service industry experience

Knowledge, Skills, and Abilities

  • Knowledge of financial planning tools, concepts, and strategies
  • Excellent verbal and written communication skills and organization skills
  • Possess a drive to investigate and solve problems
  • Ability to understand and interpret client data

#LI-hybrid #LI-NC1


Required Skills
Required Experience

What First Command Financial Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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