Director of Financial Planning
Mohr Talent
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Job summary
MOHR Talent in Tempe, Arizona, is seeking a Director of Financial Planning to lead advanced planning for a large advisor network and high-net-worth clients. The role combines strategic leadership with hands-on financial planning across investments, tax, estate, retirement, and insurance, using MoneyGuidePro, eMoney, RightCapital, and Holistiplan.
Hybrid schedule—4 days in office, remote Fridays—base salary of $225,000 plus a 20% incentive, with opportunities for growth and influence within the
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.
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.
Skills
Education
Tools
Job description
- Base Salary: $225,000 + + 20% Incentive Compensation Bonus (Paid in March)
- Tempe, AZ- Hybrid Schedule – 4 Days In Office / Remote Fridays
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.
- 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
- Presentations
- Whitepapers
- Webinars
- Advisor training materials
- Attend conferences, events, and advisor engagement opportunities
- Support advisor adoption of planning services and departmental initiatives
- 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
- Base Salary: $225,000 + + 20% Incentive Compensation Bonus (Paid in March)
- Tempe, AZ- Hybrid Schedule – 4 Days In Office / Remote Fridays
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.
- 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
- 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
Published: 10/26/2026
Type: Direct Hire
Location: Tempe, Arizona
Category: Finance / FP&A
At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.
5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126
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