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Director Of Financial Planning Jobs (NOW HIRING)

Mohr Talent

Director of Financial Planning

Round Rock, TX · On-site

$125 - $150/hr

Director of Financial Planning Round Rock, TX | Hybrid (In-Office Mon-Thu, Remote Fri) | $125K - $150K+ Base + 20% Bonus | Full-Time A well established and growing financial services firm with a ...

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 ...

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$45.5K

$143.6K

$210K

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

As of Aug 24, 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 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $143,621 per year, or $69 per hour.

Director of Financial Planning

Mohr Talent

Round Rock, TX • On-site

$125 - $150/hr

Other

Posted 13 days ago

Job description

Director of Financial Planning
Round Rock, TX | Hybrid (In-Office Mon-Thu, Remote Fri) | $125K - $150K+ Base + 20% Bonus | Full-Time

A well established and growing financial services firm with a large, dedicated advisor network is hiring a Director of Financial Planning to lead advanced planning strategy and support their advisors and clients directly. This is a rare opportunity to build and shape a department from the ground up, with real autonomy and visibility to leadership.

What You\'ll Do:

  • Serve as a go to planning resource for a large network of financial advisors, helping them solve complex client planning needs
  • Build comprehensive financial plans across investment, tax, estate, retirement, and insurance disciplines
  • Meet directly with advisors and their clients to present strategies and recommendations with confidence and clarity
  • Own the planning tech stack, evaluating and recommending new tools and platforms
  • Develop new planning frameworks, whitepapers, and client facing deliverables
  • Mentor and guide a growing team, starting with one direct report
  • Lead special projects that advance the department\'s goals and help relaunch and grow the function
  • Stay current on planning regulations, market trends, and how AI is shaping the future of the profession

What You Bring:

  • CFP required
  • 7+ years of financial planning experience with a track record of executing sophisticated strategies
  • Bachelor\'s degree in Finance, Accounting, Economics, Business, or related field
  • Proficiency in planning software such as MoneyGuidePro, eMoney, RightCapital, or Holistiplan, plus advanced Excel modeling
  • Experience with High Net Worth clients ($10M+) preferred
  • Strong presentation skills and the ability to build trust with advisors and investors alike
  • A self starter mentality with the initiative to take ownership and run with it

What\'s In It For You:

  • Competitive base salary plus annual incentive bonus
  • A team that cares about their people and invests in their growth
  • High visibility role with a direct line to senior leadership
  • The chance to build and shape a department rather than just fill a seat

This is a one of a kind opportunity for someone ready to lead. If you\'re a CFP with a passion for advanced planning and team building, apply today.

Director of Financial Planning
Round Rock, TX | Hybrid (In-Office Mon-Thu, Remote Fri) | $125K - $150K+ Base + 20% Bonus | Full-Time

A well established and growing financial services firm with a large, dedicated advisor network is hiring a Director of Financial Planning to lead advanced planning strategy and support their advisors and clients directly. This is a rare opportunity to build and shape a department from the ground up, with real autonomy and visibility to leadership.

What You\'ll Do:

  • Serve as a go to planning resource for a large network of financial advisors, helping them solve complex client planning needs
  • Build comprehensive financial plans across investment, tax, estate, retirement, and insurance disciplines
  • Meet directly with advisors and their clients to present strategies and recommendations with confidence and clarity
  • Own the planning tech stack, evaluating and recommending new tools and platforms
  • Develop new planning frameworks, whitepapers, and client facing deliverables
  • Mentor and guide a growing team, starting with one direct report
  • Lead special projects that advance the department\'s goals and help relaunch and grow the function
  • Stay current on planning regulations, market trends, and how AI is shaping the future of the profession

What You Bring:

  • CFP required
  • 7+ years of financial planning experience with a track record of executing sophisticated strategies
  • Bachelor\'s degree in Finance, Accounting, Economics, Business, or related field
  • Proficiency in planning software such as MoneyGuidePro, eMoney, RightCapital, or Holistiplan, plus advanced Excel modeling
  • Experience with High Net Worth clients ($10M+) preferred
  • Strong presentation skills and the ability to build trust with advisors and investors alike
  • A self starter mentality with the initiative to take ownership and run with it

What\'s In It For You:

  • Competitive base salary plus annual incentive bonus
  • A team that cares about their people and invests in their growth
  • High visibility role with a direct line to senior leadership
  • The chance to build and shape a department rather than just fill a seat

This is a one of a kind opportunity for someone ready to lead. If you\'re a CFP with a passion for advanced planning and team building, apply today.


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
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Job Summary

Published: 8/6/2026

Type: Direct Hire

Category: Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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