Senior Financial Planner

MOHR Talent; Austin (TX); Hybrid; USD 144,000 - 176,000; Full time

Benefits offered by this job

Hybrid schedule

20% annual bonus

Hybrid: In-office Mon-Thu; Remote Fri

Job summary

MOHR Talent partners with a growing wealth management organization to hire a Senior Financial Planner in Austin for advanced planning across tax, estate, retirement, investments, insurance, and risk. You will present plans to advisors and high-net-worth clients, shaping how advanced planning is delivered within the firm.

You will lead complex planning projects, develop Excel models, and collaborate with advisors to enhance processes and technology.

Qualifications

• 7+ years of financial planning experience.
• Strong knowledge of tax, estate, retirement, investment, and insurance planning.
• Experience presenting to financial advisors and clients.

Responsibilities

• Develop and present advanced financial plans for advisors and clients.
• Support complex planning across tax, estate, retirement, investment, insurance, and risk.
• Work directly with high-net-worth clients, including households with $10M+ net worth.
• Partner with financial advisors on complex client planning strategies.
• Use planning platforms such as eMoney, MoneyGuidePro, RightCapital, Holistiplan, or similar.
• Build advanced Excel models for planning scenarios and projections.
• Improve planning processes, deliverables, and advisor support.
• Evaluate planning technology, automation, and AI opportunities.
• Lead planning projects from concept through implementation.
• Help strengthen advisor adoption and confidence in the planning function.
• Provide leadership and guidance to a junior team member as the group grows.

Skills

Financial planning

High net worth clients

Excel modeling

CFP preferred

Project ownership

Tools

eMoney

MoneyGuidePro

RightCapital

Holistiplan

Job description

Senior Financial Planner - Advanced Planning
Austin, TX | Up to $160,000+ Base + 20% Bonus

Hybrid: Monday-Thursday In Office | Friday Remote

CFP® Highly Preferred

The Opportunity

We’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 Doing

• Develop and present advanced financial plans for advisors and clients
• Support complex planning across tax, estate, retirement, investment, insurance, and risk
• Work directly with high-net-worth clients, ideally including households with $10M+ net worth
• Partner with financial advisors on complex client planning strategies
• Use planning platforms such as eMoney, MoneyGuidePro, RightCapital, Holistiplan, or similar
• Build advanced Excel models for planning scenarios and projections
• Improve planning processes, deliverables, and advisor support
• Evaluate planning technology, automation, and AI opportunities
• Lead planning projects from concept through implementation
• Help strengthen advisor adoption and confidence in the planning function
• Provide leadership and guidance to a junior team member as the group grows

What We’re Looking For

• 7+ years of financial planning experience
• Strong technical financial planning background
• Experience working with HNW clients
• Strong knowledge of tax, estate, retirement, investment, and insurance planning
• Experience presenting directly to financial advisors and clientsStrong financial planning software experience
• Advanced Excel modeling skills
• Ability to explain complex planning strategies clearly
• Strong project ownership and problem-solving skills
• Comfortable improving processes and working through ambiguity
• Interest in planning technology, automation, and AI
• CFP® highly preferred

Why This Role Stands Out

• Up to $160,000+ base salary
• 20% annual bonus
• Higher compensation may be considered for an exceptional candidate
• High visibility across the organization
• Direct exposure to advisors and HNW clients
• Opportunity to shape and improve the advanced planning function
• Mix of hands‑on planning, strategy, technology, and leadership
• Opportunity to influence planning processes and tools
• Growing organization with room for continued career progression

Schedule

Monday-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 [e-mail]