Director of Financial Planning & Advanced Planning
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-13
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Consultant, Corporate Finance, Financial Manager -
Management
Financial Manager
Job Description & How to Apply Below
Kestra Holdings seeks a Director of Financial Planning in Austin, Texas, to support financial advisors in complex planning needs. The position requires mentorship of junior staff and leading strategic projects aimed at improving financial planning processes and tools.
The ideal candidate will have at least 7 years of experience, a CFP certification, and strong analytical and presentation skills. This role offers a supportive environment with competitive benefits, enabling you to empower financial advisors effectively.
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