Senior Financial Planner

Senior Financial Planner - Advanced Planning Austin, TX | Up to $160,000+ Base + 20% Bonus Hybrid: Monday-Thursday In Office | Friday Remote CFP® Highly PreferredThe OpportunityWe’re partnering with a growing wealth management organization that is hiring a Senior Financial Planner - Advanced Planning to support advisors and high-net-worth clients with complex financial planning needs.This is a high-visibility role for an experienced planner who enjoys solving sophisticated planning challenges, presenting directly to advisors and clients, and helping strengthen how advanced planning is delivered across the organization.You’ll work across tax, estate, retirement, investments, insurance, and risk planning while also helping improve planning processes, technology, and advisor support.What You’ll Be DoingDevelop and present advanced financial plans for advisors and clientsSupport complex planning across tax, estate, retirement, investment, insurance, and riskWork directly with high-net-worth clients, ideally including households with $10M+ net worthPartner with financial advisors on complex client planning strategiesUse planning platforms such as eMoney, MoneyGuidePro, RightCapital, Holistiplan, or similarBuild advanced Excel models for planning scenarios and projectionsImprove planning processes, deliverables, and advisor supportEvaluate planning technology, automation, and AI opportunitiesLead planning projects from concept through implementationHelp strengthen advisor adoption and confidence in the planning functionProvide leadership and guidance to a junior team member as the group growsWhat We’re Looking For7+ years of financial planning experienceCFP® highly preferredStrong technical financial planning backgroundExperience working with HNW clientsStrong knowledge of tax, estate, retirement, investment, and insurance planningExperience presenting directly to financial advisors and clientsStrong financial planning software experienceAdvanced Excel modeling skillsAbility to explain complex planning strategies clearlyStrong project ownership and problem-solving skillsComfortable improving processes and working through ambiguityInterest in planning technology, automation, and AIWhy This Role Stands OutUp to $160,000+ base salary20% annual bonusHigher compensation may be considered for an exceptional candidateHigh visibility across the organizationDirect exposure to advisors and HNW clientsOpportunity to shape and improve the advanced planning functionMix of hands-on planning, strategy, technology, and leadershipOpportunity to influence planning processes and toolsGrowing organization with room for continued career progressionScheduleMonday-Thursday: In Office Friday: Remote 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