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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 ...

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Director Of Financial Planning information

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$45.5K

$143.6K

$210K

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

As of Aug 26, 2026, the average yearly pay for director of 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 a director of financial planning?

A Director of Financial Planning oversees a company's financial strategy, budgeting, and forecasting to ensure fiscal health and growth. They analyze financial data, develop long-term financial plans, and provide guidance on investment and cost-saving opportunities. This role often involves collaboration with executives to align financial goals with business objectives. Strong analytical skills, leadership abilities, and expertise in financial modeling are essential for success in this position.

What are the primary responsibilities of a director of financial planning on a day-to-day basis?

A Director Of Financial Planning typically leads the development and management of long-term financial plans, oversees budgeting and forecasting processes, and analyzes complex financial data to support executive decision-making. This role collaborates closely with various departments, including accounting, operations, and upper management, to align financial strategies with broader organizational objectives. Directors also supervise and mentor planning teams, prepare presentations for stakeholders, and ensure compliance with relevant regulations. The position offers a dynamic mix of strategic planning, leadership, and hands-on financial management, making it ideal for professionals who enjoy working at both the big-picture and detail-oriented levels.

What are the key skills and qualifications needed to thrive in the director of financial planning position, and why are they important?

To thrive as a Director Of Financial Planning, you need deep expertise in financial analysis, budgeting, forecasting, and strategic planning, often supported by a finance-related degree and significant management experience. Proficiency with financial modeling tools, ERP systems (such as SAP or Oracle), and certifications like CPA or CFP is highly valuable. Strong leadership, communication, and problem-solving abilities help foster collaboration across departments and align financial strategy with organizational goals. These skills and qualities are crucial for providing accurate financial guidance and driving the company’s long-term financial success.

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Director Of Financial Planning jobs near you
Infographic showing various Director Of Financial Planning job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 5% Temporary, and 5% Contract. Highlights an 80% In-person, 5% Hybrid, and 15% Remote job distribution, with an average salary of $143,621 per year, or $69 per hour.

Director of Financial Planning

Solana Beach, CA • On-site

Retirement Resource Center, LLC.
Business Schools and Computer and Management Training • 11 - 50 employees
Learn more about Retirement Resource Center, LLC.external

$140 - $210/hr

Other

Medical, Retirement, PTO

Posted 13 days ago

Job description

Firm Description

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.


Job Summary

The Director of Financial Planning leads the firm's financial planning function, ensuring consistent delivery of high-quality, comprehensive advice to clients. This role works closely with advisors, operations, investment management, compliance, and firm leadership to establish planning standards, improve processes, mentor team members, and enhance the client experience. In addition to providing strategic leadership for the planning function, the Director of Financial Planning will also maintain senior-level client advisory responsibilities.


Duties and Responsibilities

  • Lead and continually improve the firm's financial planning function, including planning standards, technical excellence, and complex planning support.

  • Mentor and develop advisors and associate advisors; set expectations for planning quality, workflow, documentation and client service.

  • Oversee planning workflows, technology, and documentation standards to support consistency, scalability and efficient cross-department collaboration.

  • Partner with firm leadership on strategic initiatives, capacity planning, service enhancements, advisor development, and client experience improvements.

  • Keep professional staff current on relevant industry, financial planning and regulatory developments.

  • Serve as the lead advisor and primary relationship manager for assigned clients.


Requirements and Qualifications

  • Certified Financial Planner (CFP®) designation. CPA is a plus.

  • Bachelor's degree from an accredited college or university; master's degree or advanced planning designation preferred.

  • 7+ years of experience in comprehensive financial planning in a wealth management or RIA environment.

  • Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.

  • Proven experience managing a team and improving financial planning processes to increase efficiency and scalability.

  • Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA).


Work Style

  • Collaborative, approachable leader with a strong client-first mindset

  • Highly organized, detail-oriented and process-driven, with the ability to create structure and accountability.

  • Strong communicator and decision-maker who collaborates effectively across teams.

  • Comfortable balancing strategic leadership with hands-on involvement in complex planning work.

  • Demonstrates professionalism, sound judgement, fiduciary responsibility and commitment to long-term client relationships.


Salary and Benefits

  • Compensation commensurate with skills and experience

  • Bonus

  • 15 days of paid vacation to start, plus sick time

  • Paid holidays

  • 401(k) plan

  • Health insurance benefits

  • Continuing education and conference reimbursement

  • Dues and membership fees for approved professional organizations

  • Exempt position


Who Should Apply

Qualified candidates should have direct relevant experience in comprehensive financial planning within a wealth management or RIA environment. If you are thoughtful, detail-oriented, collaborative, service-oriented and passionate about delivering high quality financial planning advice.


No phone calls please.


For more information about our firm, please visit our website: www.bfadvisors.com


Blankinship & Foster, LLC is an Equal Opportunity Employer.

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