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Strategic Director of Financial Planning

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Kestra Financial, Inc.
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Wealth Management, Corporate Finance, VP/Director of Finance
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 210000 USD Yearly USD 150000.00 210000.00 YEAR
Job Description & How to Apply Below

Kestra Financial, Inc. is seeking a Director of Financial Planning to support ~1,450 financial advisors by building comprehensive plans across investment, tax, estate, retirement, and insurance disciplines.

You will communicate recommendations clearly, deliver educational content, and drive strategic planning initiatives within the Advanced Planning department. The role emphasizes collaboration with investors and advisors, ownership of projects, and staying current with planning technology,

The following position is for a Strategic Director of Financial Planning with Kestra Financial, Inc.

As a Strategic Director of Financial Planning, you will play an important part at Kestra Financial, Inc. in Austin, TX, United States.

We invite applications for the Strategic Director of Financial Planning position located in Austin, TX, United States.

The following opening is for a Strategic Director of Financial Planning with Kestra Financial, Inc.

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