Director of Financial Planning

MOHR Talent · Austin, TX · 3 wk ago

Sales$125k/yrFull-time

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 also helping lead and rebuild the organization’s Advanced Planning function.

The ideal candidate will possess 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

The Director of Financial Planning will have the following key responsibilities:

Partner directly with financial advisors and clients to develop customized financial planning strategies
Construct comprehensive financial plans utilizing 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 while translating complex planning concepts into actionable strategies
Provide ongoing consultation and planning support to financial advisors across a large advisor network
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
Maintain ownership of 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
Create 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

The ideal candidate will have the following 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

Compensation

Base Salary: $125,000 – $150,000+ + 20% Incentive Compensation Bonus (Paid in March)

Location