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Director Of Financial Planning 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 ...

Odom

Director of Financial Planning & Analysis

Spokane, 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 ...

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 ...

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

As of Aug 9, 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 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.

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.

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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 100% Full Time. Highlights an 79% In-person, 5% Hybrid, and 16% Remote job distribution, with an average salary of $143,621 per year, or $69 per hour.

Director of Financial Planning

Mohr Talent

Tempe, AZ • On-site

$140 - $170/hr

Other

Posted 19 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.

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