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Director Financial Planning Jobs in Renton, WA (NOW HIRING)

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150K - $200K/yr

Job Summary The Director of Financial Planning leads WaFd Wealth's financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building ...

WaFd Bank

Director, Financial Planning

Seattle, WA

$150K - $200K/yr

Job Summary The Director of Financial Planning leads WaFd Wealth's financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building ...

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150K - $200K/yr

The Director of Financial Planning leads WaFd Wealth's financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building, implementing, and ...

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150 - $200/hr

Job Summary The Director of Financial Planning leads WaFd Wealth's financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building ...

F5, Inc.

Director FP&A

Seattle, WA · On-site

$177K - $266K/yr

We are seeking an experienced and detail-oriented Finance Director with a specialized skill set in ... Budgeting, Forecasting, and Planning : Support the annual budget and quarterly forecasting ...

HealthPoint

Director of Financial Planning

Renton, WA · On-site

$137K - $234K/yr

The Director of Financial Planning is a strategic leadership role responsible for shaping and advancing the financial direction of the organization. Reporting directly to the Vice President of ...

Odom

Director of Financial Planning & Analysis

Sumner, WA · On-site

$100K - $150K/yr

The Director of Financial Planning & Analysis will be responsible for budgeting, analyzing, and understanding the results of the company from both a financial and operational perspective. This person ...

Odom

Director of Financial Planning & Analysis

Bellevue, WA · On-site

$100K - $150K/yr

The Director of Financial Planning & Analysis will be responsible for budgeting, analyzing, and understanding the results of the company from both a financial and operational perspective. This person ...

Odom

Director of Financial Planning & Analysis

Bellevue, WA · On-site

$100K - $150K/yr

The Director of Financial Planning & Analysis will be responsible for budgeting, analyzing, and understanding the results of the company from both a financial and operational perspective. This person ...

TerraPower LLC.

Finance Director

Bellevue, WA · Hybrid

This role partners closely with business leaders and senior leadership to support financial planning, capital allocation decisions, and operational performance management. The Director leads ...

TerraPower LLC.

Finance Director

Bellevue, WA · On-site

This role partners closely with business leaders and senior leadership to support financial planning, capital allocation decisions, and operational performance management. The Director leads ...

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All JobsFinancial Planning JobsDirector Financial Planning JobsDirector Financial Planning Jobs in Renton, WA

Director Financial Planning information

See Renton, WA salary details

$51.2K

$161.6K

$236.2K

How much do director financial planning jobs pay per year?

As of Sep 6, 2026, the average yearly pay for director financial planning in Renton, WA is $161,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $137,800.00 and $181,100.00 per year, depending on experience, location, and employer.

What does a director of financial planning do?

A Director of Financial Planning is responsible for overseeing an organization's financial planning, budgeting, and forecasting processes. They work closely with senior management to develop long-term financial strategies, analyze financial data, and provide insights to support business decisions. This role often involves leading a team of financial analysts, ensuring compliance with financial regulations, and helping to align financial goals with overall business objectives. The Director of Financial Planning plays a crucial role in driving the financial health and growth of the company.

What are the key skills and qualifications needed to thrive as a director of financial planning?

To thrive as a Director of Financial Planning, you need expertise in financial analysis, budgeting, forecasting, and a relevant degree such as finance, accounting, or business, often supplemented by a CPA, CFA, or MBA. Advanced proficiency with financial modeling tools, ERP systems like SAP or Oracle, and data visualization software such as Power BI is typically required. Strong leadership, strategic thinking, and effective communication skills distinguish top performers in this role. These capabilities are essential for guiding organizational financial strategies, making informed decisions, and leading high-performing teams.

What are some common challenges faced by a director of financial planning when leading cross-departmental budgeting processes?

A Director of Financial Planning often navigates challenges such as aligning departmental goals with overall company objectives, managing competing priorities, and ensuring clear communication among various stakeholders. They must balance the need for fiscal discipline with the flexibility to support innovation and growth. Additionally, coordinating timelines and gathering accurate forecasts from multiple teams can require strong project management and negotiation skills. Successfully overcoming these challenges not only supports effective budgeting but also strengthens collaborative relationships across the organization.

What is the difference between Director Financial Planning vs Financial Analyst?

AspectDirector Financial PlanningFinancial Analyst
CredentialsBachelor's degree, often MBA, CPA or CFA certificationsBachelor's degree, often CFA or CPA certifications
Work EnvironmentStrategic planning, leadership, executive meetingsData analysis, reporting, financial modeling
Employer & Industry UsageCorporate finance departments, large organizationsFinance teams, investment firms, corporations

The main difference is that the Director of Financial Planning focuses on high-level strategic planning, overseeing teams, and making executive decisions, while a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting decision-making at a more operational level.

What are the most commonly searched types of Financial Planning jobs in Renton, WA?

The most popular types of Financial Planning jobs in Renton, WA are:

What job categories do people searching Director Financial Planning jobs in Renton, WA look for?

The top searched job categories for Director Financial Planning jobs in Renton, WA are:

What cities near Renton, WA are hiring for Director Financial Planning jobs?

Cities near Renton, WA with the most Director Financial Planning job openings:

Director Financial Planning jobs near you
Infographic showing various Director Financial Planning job openings in Renton, WA as of June 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $162,208 per year, or $78 per hour.

Director, Financial Planning

WaFd Bank

Seattle, WA • On-site

$150K - $200K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 20 days ago

WaFd Bank rating

9.0

Company rating: 9.0 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

7th of 175 rated banks

Job description

Min
USD $150,000.00/Yr.
Max
USD $200,000.00/Yr.
Job Summary
The Director of Financial Planning leads WaFd Wealth's financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building, implementing, and enforcing a structured, repeatable planning process as directed by the CEO, ensuring consistency, quality, and a premium client experience across all planning engagements.
The Director provides advanced planning expertise, coaches and develops team members, manages workflow and quality control, and partners closely with Relationship Managers and Advisors to ensure planning drives meaningful client outcomes. Within the first 9-12 months, the Director is expected to independently produce comprehensive financial plans while elevating the capabilities of the planning team.
This leader contributes to delivering a consistent, high-quality client experience through thoughtful analysis, attention to detail, and collaboration with the client and Wealth team. Candidate reflects WaFd's core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Key Responsibilities:
  • Lead the planning team-manage, mentor, and develop a team of analysts and planners, providing technical guidance, workflow oversight, and performance feedback.
  • Establish a standardized planning process-build and maintain a structured, repeatable process for plan creation, updates, and delivery, ensuring alignment with CEO directives.
  • Quality control-review plans for accuracy, completeness, and adherence to Team standards before delivery to clients.
  • Training & development-create training opportunities for new analysts, including technical skills, planning philosophy, and client communication.
  • Create comprehensive financial plans-independently build full financial plans within 9-12 months, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.
  • Oversee complex casework-serve as the escalation point for sophisticated planning scenarios requiring advanced technical expertise.
  • Develop planning tools proficiency-maintain expert-level proficiency in RightCapital and other planning systems; guide team members in best practices.
  • Partner with Relationship Managers to ensure timely follow-up on client requests and seamless integration of planning into the client experience.
  • Prepare planning deliverables-oversee creation of reports, summaries, and visual materials that clearly communicate recommendations and progress toward client goals.
  • Support strategic initiatives-collaborate with Leadership on planning-related projects, technology enhancements, and process improvements.

Ensuring Regulatory and Operational Compliance:
  • Maintain the integrity of WaFd Wealth business needs in all account processes and servicing activities.
  • Use resources provided as needed.
  • Adhere to WaFd Wealth policies and procedures.
  • Complete and pass all assigned compliance courses and assigned certifications as required.
  • Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality.

Qualifications
Qualifications & Skills:
  • 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, coaching, or mentoring planning staff.
  • Strong analytical skills with the ability to interpret and present complex financial information.
  • Excellent written and verbal communication skills.
  • High attention to detail, accuracy, and organization.
  • Proficiency with RightCapital (preferred) and Microsoft Office suite.
  • Demonstrated professionalism, sound judgment, and commitment to client confidentiality.
  • Experience building or scaling a planning department (preferred)
  • Familiarity with Salesforce or similar CRM systems.

Benefits
At WaFd Bank you get all of these great benefits!
  • Paid time off for vacation, sick days and holidays
  • Health insurance
  • Stock options
  • Bonus programs
  • 401(k) plan
  • Paid Parental Leave
  • Life and AD&D insurance
  • Long-term disability
  • Tuition Reimbursement
  • Employee assistance programs
  • Pre-tax health and dependent-care spending plans

WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act 2026
Requisition Post Information* : Posted Date
8/5/2026

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