Director of Financial Planning

MOHR Talent; Tempe (AZ); Hybrid; USD 140,000 - 175,000; Full time

Job summary

MOHR Talent is seeking a Director of Financial Planning to lead the Advanced Planning function and partner with financial advisors to deliver sophisticated planning strategies for high-net-worth clients. This role requires proactive leadership, deep planning expertise, and the ability to drive adoption across a large advisor network.

The ideal candidate brings CFP certification, 7+ years in financial planning, exceptional communication skills, and a track record of leading cross-functional

Qualifications

• 7+ years of financial planning experience.
• CFP certification required.
• Strong presentation and communication skills with ability to engage directly with advisors and clients.
• Experience supporting High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clientele is preferred.

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, and 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.

Skills

Presentation skills

Communication

Project leadership

Cross-functional collaboration

Advisor engagement

Education

CFP certification

Tools

MoneyGuidePro

eMoney

RightCapital

Holistiplan

Excel

Job description

Director of Financial PlanningCompensation

• Base Salary: $140,000 – $175,000+ + 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 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 ResponsibilitiesFinancial Planning & Advisor Support

• 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

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 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

• 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

QualificationsRequired Experience

• 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 [e-mail]