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$45.5K

$143.6K

$210K

How much do director financial planning jobs pay per year?

As of Jun 9, 2026, the average yearly pay for director financial planning 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 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 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 are the key skills and qualifications needed to thrive as a Director of Financial Planning, and why are they important?

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 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.
More about Director Financial Planning jobs
What cities are hiring for Director Financial Planning jobs? Cities with the most Director Financial Planning job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Director Financial Planning jobs? States with the most job openings for Director Financial Planning jobs include:
What job categories do people searching Director Financial Planning jobs look for? The top searched job categories for Director Financial Planning jobs are:
Director Financial Planning jobs near you
Infographic showing various Director Financial Planning job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $143,621 per year, or $69 per hour.
Director, Financial Planning - NATIONWIDE

Director, Financial Planning - NATIONWIDE

Edelman Financial Engines

Concord, NC • On-site

Full-time

Medical, Dental, Retirement

Posted 13 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

 

 

 

Director, Financial Planning

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! 

Responsibilities:

 

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

 

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay.  This is a commission based opportunity designed for driven sales professionals.  Your earning potential is directly linked to your performance and success in growing sales and client relationships. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

 

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  
 
For more information, please visit EdelmanFinancialEngines.com. 
 
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  
 
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 
 
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 
 
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com . 
 
1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  
 
2 Edelman Financial Engines data, as of September 30, 2025. 

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