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Director of Financial Planning & Advanced Planning

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Kestra Holdings
Full Time position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Manager, Corporate Finance
  • Management
    Financial Manager
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
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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