Director of Financial Planning
Listed on 2026-08-09
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Director of Financial Planning
Round Rock, TX | Hybrid (In-Office Mon-Thu, Remote Fri) | $125K - $150K+ Base + 20% Bonus | Full-Time
A well established and growing financial services firm with a large, dedicated advisor network is hiring a Director of Financial Planning to lead advanced planning strategy and support their advisors and clients directly. This is a rare opportunity to build and shape a department from the ground up, with real autonomy and visibility to leadership.
What You ll Do:
- Serve as a go to planning resource for a large network of financial advisors, helping them solve complex client planning needs
- Build comprehensive financial plans across investment, tax, estate, retirement, and insurance disciplines
- Meet directly with advisors and their clients to present strategies and recommendations with confidence and clarity
- Own the planning tech stack, evaluating and recommending new tools and platforms
- Develop new planning frameworks, whitepapers, and client facing deliverables
- Mentor and guide a growing team, starting with one direct report
- Lead special projects that advance the department s goals and help relaunch and grow the function
- Stay current on planning regulations, market trends, and how AI is shaping the future of the profession
What You Bring:
- CFP required
- 7+ years of financial planning experience with a track record of executing sophisticated strategies
- Bachelor s degree in Finance, Accounting, Economics, Business, or related field
- Proficiency in planning software such as Money Guide Pro , eMoney, Right Capital, or Holistiplan, plus advanced Excel modeling
- Experience with High Net Worth clients ($10M+) preferred
- Strong presentation skills and the ability to build trust with advisors and investors alike
- A self starter mentality with the initiative to take ownership and run with it
What s In It For You:
- Competitive base salary plus annual incentive bonus
- A team that cares about their people and invests in their growth
- High visibility role with a direct line to senior leadership
- The chance to build and shape a department rather than just fill a seat
This is a one of a kind opportunity for someone ready to lead. If you re a CFP with a passion for advanced planning and team building, apply today.
Director of Financial Planning
Round Rock, TX | Hybrid (In-Office Mon-Thu, Remote Fri) | $125K - $150K+ Base + 20% Bonus | Full-Time
A well established and growing financial services firm with a large, dedicated advisor network is hiring a Director of Financial Planning to lead advanced planning strategy and support their advisors and clients directly. This is a rare opportunity to build and shape a department from the ground up, with real autonomy and visibility to leadership.
What You ll Do:
- Serve as a go to planning resource for a large network of financial advisors, helping them solve complex client planning needs
- Build comprehensive financial plans across investment, tax, estate, retirement, and insurance disciplines
- Meet directly with advisors and their clients to present strategies and recommendations with confidence and clarity
- Own the planning tech stack, evaluating and recommending new tools and platforms
- Develop new planning frameworks, whitepapers, and client facing deliverables
- Mentor and guide a growing team, starting with one direct report
- Lead special projects that advance the department s goals and help relaunch and grow the function
- Stay current on planning regulations, market trends, and how AI is shaping the future of the profession
What You Bring:
- CFP required
- 7+ years of financial planning experience with a track record of executing sophisticated strategies
- Bachelor s degree in Finance, Accounting, Economics, Business, or related field
- Proficiency in planning software such as Money Guide Pro , eMoney, Right Capital, or Holistiplan, plus advanced Excel modeling
- Experience with High Net Worth clients ($10M+) preferred
- Strong presentation skills and the ability to build trust with advisors and investors alike
- A self starter mentality with the initiative to take ownership and run with it
What s In It For You:
- Competitive base salary plus annual incentive bonus
- A team that cares about their people and invests in their growth
- High visibility role with a direct line to senior leadership
- The chance to build and shape a department rather than just fill a seat
This is a one of a kind opportunity for someone ready to lead. If you re a CFP with a passion for advanced planning and team building, apply today.
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