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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 ...

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$143.6K

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

As of Aug 31, 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

Minnetonka, MN • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

171st of 315 rated insurance

People enjoy working here

Good employer

Recommended by students

Learn more about Northwestern Mutualexternal

$90K - $120K/yr

Full-time

Re-posted 13 days ago

Job description

About Vertex Capital Planning
At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.
Position Details
The Director of Financial Planning is responsible for delivering financial security to clients through a comprehensive planning process, integrating risk and investment products in alignment with Vertex Capital Planning's philosophy and the specific goals of our clients. The Director of Planning has a high degree of analytical skills while being able to communicate effectively with clients and colleagues regarding the topics of investments, insurance, financial and tax planning strategies for various client situations. This position is located in the Northwestern Mutual - Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM - 4:00 PM.
Responsibilities include but are not limited to:
  • Create detailed financial proposals using personal planning software while taking client's insurance, retirement, education, investment, and estate needs into consideration.
  • Communicate directly with clients to obtain relevant data points needed to curate custom plans
  • Partner with team leaders to identify opportunities in client financial plans and strategize ways to optimize and improve client strategies
  • Manage client communication including correspondence, notes, files, and maintaining compliant client records
  • Keep up to date on federal regulations, software system enhancements, new products, and compliance changes/opportunities
  • Participate in learning opportunities to deliver on and exceed client expectations in our planning approach

Qualifications:
  • Bachelor's degree in finance or related field, preferred.
  • Minimum 5 years of strategic financial planning experience
  • Active Series 7, and Series 63 registrations, or equivalent required
  • Active Minnesota Life, Accident, and Health Insurance license preferred
  • CFP, ChFC, or RICP preferred
  • The role title will be reflected as the Director of Planning until an AWMA contract has been approved

Performance Skills:
  • Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
  • High sense of urgency, attention to detail, and exceptional organizational skills
  • Excellent oral and written communication skills
  • Task-minded with the ability to follow through and execute in a timely manner
  • High degree of initiative and autonomy
  • Demonstrates ability to maintain effective working relationships within the firm and its clients

Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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