Financial Planning Director - CFP

Mohr Talent; Phoenix (AZ); Hybrid; USD 130,000 - 170,000; Full time

Job summary

MOHR Talent is seeking a Financial Planning Director to lead an advanced planning function in Phoenix. The role combines technical financial planning, advisor partnership, and client-facing presentations, with responsibility for planning technology and scalable processes.

CFP required, 8+ years of experience, and strong Excel modeling. Hybrid work with in-office and remote days for flexibility and collaboration.

Qualifications

• 8+ years of financial planning experience.
• CFP certification required.
• Strong presentation skills and executive presence.
• Experience working directly with advisors and clients.

Responsibilities

• Build and present comprehensive financial plans for advisors and clients.
• Support complex planning needs across tax, estate, retirement, investment, and insurance.
• Partner 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 grow the planning team.
• Help drive advisor adoption and confidence in the planning department.

Skills

Advanced Excel modeling

Executive presence

Education

CFP certification

Tools

MoneyGuidePro

eMoney

RightCapital

Holistiplan

Job description

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 Planning Director 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]