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Optimized Insurance Planning Jobs (NOW HIRING)

Mohr Talent

Director of Financial Planning

Tempe, AZ · On-site

$140 - $170/hr

Tax optimization * Estate planning * Retirement income * Insurance and risk management * Deliver presentations and recommendations to advisors, investors, and stakeholders, translating complex ...

Hp

Director, Planning Continuous improvement

Spring, TX · On-site

$166K - $265K/yr

Ensure optimal inventory availability, service performance, and customer support outcomes. * Drive ... Dental insurance * Vision insurance * Long term/short term disability insurance * Employee ...

SunCoke Energy

Maintenance Planner

Franklin Furnace, OH · On-site

This position must insure that sufficient amount of work is planned to satisfy production needs as ... Optimization of repetitive tasks and or PM program through job planning excellence * Participating ...

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Optimized Insurance Planning information

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$67.1K

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How much do optimized insurance planning jobs pay per year?

As of Jul 24, 2026, the average yearly pay for optimized insurance planning in the United States is $67,056.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $80,500.00 per year, depending on experience, location, and employer.

What is the difference between Optimized Insurance Planning vs Insurance Advisor?

AspectOptimized Insurance PlanningInsurance Advisor
CredentialsCertifications in insurance and financial planningInsurance licenses, such as Life and Health
Work EnvironmentFinancial firms, consulting firms, or independent practiceInsurance agencies, brokerages, or direct sales
Industry UsageFocuses on comprehensive risk management and financial strategiesFocuses on selling insurance products and policies

Optimized Insurance Planning involves creating tailored, strategic insurance solutions considering overall financial goals, often requiring advanced certifications. Insurance Advisors primarily focus on selling and advising on specific insurance products. While both roles operate within the insurance industry, Optimized Insurance Planning emphasizes holistic financial planning, whereas Insurance Advisors concentrate on product sales and client acquisition.

More about Optimized Insurance Planning jobs
What cities are hiring for Optimized Insurance Planning jobs? Cities with the most Optimized Insurance Planning job openings:
What states have the most Optimized Insurance Planning jobs? States with the most job openings for Optimized Insurance Planning jobs include:
What job categories do people searching Optimized Insurance Planning jobs look for? The top searched job categories for Optimized Insurance Planning jobs are:
Optimized Insurance Planning jobs near you
Infographic showing various Optimized Insurance Planning job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 23% Part Time, and 6% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.

Director of Financial Planning

Mohr Talent

Tempe, AZ • On-site

$140 - $170/hr

Other

Posted 3 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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