ZipRecruiter

Log In

1

Director Of Financial Planner Jobs (NOW HIRING)

Mohr Talent

Director of Financial Planning

Tempe, AZ · On-site

$140 - $170/hr

Director of Financial Planning * Base Salary: $140,000 - $170,000+ + 20% Incentive Compensation Bonus (Paid in March) Location * Tempe, AZ - Hybrid Schedule - 4 Days In Office / Remote Fridays ...

Packaging Exchange Inc.

Be Seen First

Director of Financial Planning & Analysis

Houston, TX · Remote

$110K - $130K/yr

Director of Financial Planning & Analysis Department: Finance Reports to: Chief Financial Officer Position Summary The Director of Financial Planning & Analysis (FP&A) is responsible for leading the ...

CFS

Director of FP&A

Orlando, FL · Hybrid

Director of FP&A Compensation: $170,000 - $180,000 + 20% Bonus + Equity Location: Orlando, FL | Hybrid (Must be based in or within commuting distance of the Greater Orlando area) Why This Director of ...

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 ...

next page

Showing results 1-20

All JobsOf Financial Planner JobsDirector Of Financial Planner Jobs

Director Of Financial Planner information

See salary details

$45.5K

$143.6K

$210K

How much do director of financial planner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for director of financial planner 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.

Is $200,000 enough to work with a financial advisor?

For a Director of Financial Planning, a $200,000 income can provide a solid foundation for working with a financial advisor, as many advisors recommend a minimum investment or net worth to access comprehensive services. The suitability depends on individual financial goals, assets, and the complexity of planning needed, as well as the advisor's fee structure and required minimums. Typically, higher income levels allow for more extensive financial planning and investment options.

What does a director of financial planning do?

A director of financial planning oversees the development and implementation of financial strategies for an organization or clients, ensuring financial goals are met. They analyze financial data, manage teams of financial planners, and use tools like financial modeling and forecasting to guide decision-making. This role often requires certifications such as CFP or CFA and strong leadership and analytical skills.

How many financial advisors make $500,000 a year?

Financial advisors, including those in senior or specialized roles, can earn $500,000 or more annually, especially with high-net-worth clients, extensive experience, and strong performance. Such earnings are typically achieved through a combination of salary, commissions, and bonuses, often requiring advanced certifications like the CFP or CFA and a robust client base.

What pays more, CPA or CFP?

For a Director of Financial Planning, Certified Public Accountants (CPAs) generally have higher earning potential than Certified Financial Planners (CFPs), especially in roles involving accounting, auditing, or tax expertise. However, salaries vary based on experience, location, and industry, with CPAs often earning more due to their technical accounting skills and regulatory responsibilities.
More about Director Of Financial Planner jobs
What cities are hiring for Director Of Financial Planner jobs? Cities with the most Director Of Financial Planner job openings:
What states have the most Director Of Financial Planner jobs? States with the most job openings for Director Of Financial Planner jobs include:
What job categories do people searching Director Of Financial Planner jobs look for? The top searched job categories for Director Of Financial Planner jobs are:
Director Of Financial Planner jobs near you

Director of Financial Planning

Mohr Talent

Tempe, AZ • On-site

$140 - $170/hr

Other

Posted 6 days ago

Job description

Director of Financial Planning
  • Base Salary: $140,000 – $170,000+ + 20% Incentive Compensation Bonus (Paid in March)
Location
  • Tempe, AZ - Hybrid Schedule – 4 Days In Office / Remote Fridays
Position Overview

A growing wealth management platform is seeking a Director of Financial Planning to serve as a senior planning resource supporting a large network of financial advisors and high-net-worth clientele. This individual will partner closely with financial advisors and clients to deliver sophisticated financial planning strategies while helping to lead and rebuild the organization’s Advanced Planning function.

The ideal candidate possesses deep financial planning expertise, strong presentation and relationship management skills, and the ability to develop comprehensive financial plans across investment, tax, estate, retirement, insurance, and wealth transfer strategies. This role requires a highly proactive professional who can independently lead projects, influence advisor adoption, improve planning processes, and contribute strategic thought leadership across the organization.

This opportunity offers strong visibility, long‑term growth potential, leadership exposure, and the ability to help shape the future direction of a growing advanced planning division.

Key Responsibilities
  • Partner directly with financial advisors and clients to develop customized financial planning strategies
  • Construct comprehensive financial plans using advanced planning software and modeling tools
  • Identify planning opportunities related to:
    • Investments
    • Tax optimization
    • Estate planning
    • Retirement income
    • Insurance and risk management
  • Deliver presentations and recommendations to advisors, investors, and stakeholders, translating complex planning concepts into actionable strategies
  • Provide ongoing consultation and planning support to financial advisors across a large advisor network
Leadership & Strategic Initiatives
  • Mentor financial planners and junior team members
  • Lead special projects supporting the strategic initiatives of the Advanced Planning department
  • Drive process improvements, planning frameworks, and service delivery enhancements
  • Support the rebuild and expansion of the planning division through advisor engagement and operational leadership
  • Collaborate cross‑functionally with leadership teams on strategic initiatives and implementation efforts
Technology & Planning Innovation
  • Maintain ownership of the planning technology stack and recommend new planning tools and enhancements
  • Utilize platforms such as:
    • MoneyGuidePro
    • eMoney
    • RightCapital
    • Holistiplan
  • Develop advanced Excel models for scenario analysis and planning projections
  • Stay current on emerging planning technologies, AI developments, and industry trends
Educational Content & Thought Leadership
  • Prepare educational content including:
    • Presentations
    • Whitepapers
    • Webinars
    • Advisor training materials
  • Attend conferences, events, and advisor engagement opportunities
  • Support advisor adoption of planning services and departmental initiatives
Qualifications
  • 7+ years of financial planning experience
  • CFP certification required
  • Strong experience supporting High‑Net‑Worth (HNW) and Ultra‑High‑Net‑Worth (UHNW) clientele preferred
  • Deep understanding of:
    • Financial planning
    • Investment strategies
    • Tax planning
    • Estate planning
    • Retirement planning
    • Insurance planning
  • Strong presentation and communication skills with ability to engage directly with advisors and clients
  • Experience leading projects, process improvements, and cross‑functional initiatives
  • Ability to thrive in fast‑paced, high‑accountability environments

MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com.

#J-18808-Ljbffr

Apply