Financial Planning Director - CFP

MOHR Talent; Phoenix (AZ); Hybride; USD 130 000 - 170 000; Plein temps

Résumé du poste

MOHR Talent is seeking a Financial Planning Director (CFP) in Phoenix, AZ. This hybrid role combines high-visibility client and advisor support with leadership over planning processes and tools.

You will mentor a team, build complex financial plans, and drive sophisticated tax, estate, retirement, and investment strategies. The ideal candidate has 8+ years in financial planning, CFP certification, strong executive presence, and proficiency with MoneyGuidePro, eMoney, RightCapital, or

Qualifications

• 8+ years of financial planning experience.
• CFP certification is required.
• Experience working directly with advisors and clients.
• Strong presentation skills and executive presence.
• HNW planning experience preferred.
• Experience with planning tools such as MoneyGuidePro, eMoney, RightCapital, Holistiplan.
• Advanced Excel modeling skills.

Responsabilités

• Build and present comprehensive financial plans for advisors and clients.
• Support complex high-net-worth planning needs across tax, estate, retirement, investment, and insurance strategies.
• Partner directly with financial advisors to identify planning opportunities and improve client outcomes.
• Own and improve planning tools, workflows, client deliverables, and service processes.
• Use planning software and advanced Excel modeling for scenario analysis and projections.
• Create educational content such as presentations, webinars, whitepapers, and planning frameworks.
• Mentor one team member initially, with potential to help grow the planning team.

Connaissances

8+ years of financial planning

Strong presentation skills

Executive presence

Ownership mindset

Formation

CFP certification

Outils

MoneyGuidePro

eMoney

RightCapital

Holistiplan

Description du poste

Financial PlanningDirector - CFP

Phoenix, AZ | $130K–$170K+ Base + Bonus + Benefits

Hybrid Schedule: Monday–Thursday In Office / Fridays Remote

This is a high-visibility role for someone who enjoys technical financial planning, advisor partnership, client-facing presentations, planning technology, and building better processes. The role will work directly with senior leadership and support financial advisors with complex planning needs across investment, tax, estate, retirement, and insurance planning.

What You’ll Be Doing:

• Build and present comprehensive financial plans for advisors and clients
• Support complex HNW planning needs across tax, estate, retirement, investment, and insurance strategies
• Partner directly with financial advisors to identify planning opportunities and improve client outcomes
• Own and improve planning tools, workflows, client deliverables, and service processes
• Use planning software and advanced Excel modeling for scenario analysis and projections
• Create educational content such as presentations, webinars, whitepapers, and planning frameworks
• Mentor one team member initially, with potential to help grow the planning team
• Help drive advisor adoption and confidence in the planning department

What We’re Looking For:

• 8+ years of financial planning experience
• CFP required
• Experience working directly with advisors and clients
• Strong presentation skills and executive presence
• HNW planning experience preferred
• Experience with MoneyGuidePro, eMoney, RightCapital, Holistiplan, or similar tools
• Advanced Excel modeling skills
• Strong ownership, initiative, and process improvement mindset

Financial PlanningDirector - CFP

Phoenix, AZ | $130K–$170K+ Base + Bonus + Benefits

Hybrid Schedule: Monday–Thursday In Office / Fridays Remote

We’ve partnered with a growing wealth management platform seeking a Financial PlanningDirector to help rebuild and scale its advanced planning function.

This is a high-visibility role for someone who enjoys technical financial planning, advisor partnership, client-facing presentations, planning technology, and building better processes. The role will work directly with senior leadership and support financial advisors with complex planning needs across investment, tax, estate, retirement, and insurance planning.

What You’ll Be Doing:

• Build and present comprehensive financial plans for advisors and clients
• Support complex HNW planning needs across tax, estate, retirement, investment, and insurance strategies
• Partner directly with financial advisors to identify planning opportunities and improve client outcomes
• Own and improve planning tools, workflows, client deliverables, and service processes
• Use planning software and advanced Excel modeling for scenario analysis and projections
• Create educational content such as presentations, webinars, whitepapers, and planning frameworks
• Mentor one team member initially, with potential to help grow the planning team
• Help drive advisor adoption and confidence in the planning department

What We’re Looking For:

• 8+ years of financial planning experience
• CFP required
• Experience working directly with advisors and clients
• Strong presentation skills and executive presence
• HNW planning experience preferred
• Experience with MoneyGuidePro, eMoney, RightCapital, Holistiplan, or similar tools
• Advanced Excel modeling skills
• Strong ownership, initiative, and process improvement mindset

This is a strong fit for someone who wants more than a traditional planning role — someone who can build, influence, present, improve processes, and help shape a growing financial planning function.

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]