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Strategic Director of Financial Planning & Advisory
Job in
Round Rock, Williamson County, Texas, 78682, USA
Listed on 2026-08-09
Listing for:
Mohr Talent
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
MOHR Talent in Round Rock, TX seeks a Director of Financial Planning to lead advanced planning for a large advisor network. You will build comprehensive plans across investment, tax, estate, retirement, and insurance, meet with advisors and clients, and own the planning tech stack. This is a high-visibility, autonomous role with leadership exposure.
CFP required and 7+ years of FP experience with HNW clients; you will mentor one direct report and help relaunch the function.
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