This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Director of Financial Planning
Location: Austin, TX / Texas-based required
Schedule: Hybrid, Monday–Thursday in office, Fridays remote
Compensation: Up to $170K DOE plus Bonus
A growing wealth management and financial services platform is seeking a Director of Financial Planning to join its Advanced Planning function. This role will support independent financial advisors, RIAs, and their clients with complex financial planning needs while helping strengthen and scale the firm’s planning capabilities.
This is a high-visibility role for a senior planning professional who enjoys working directly with advisors and clients, serving as a trusted technical planning resource, and improving how planning is delivered across a broader advisor network.
This is not a traditional advisor role focused on managing your own book of business, and it is not a sales-driven position. The ideal candidate will bring strong planning credibility, excellent communication skills, and the ability to partner with advisors in a consultative, practical, and client-focused way.
Responsibilities
Serve as a senior financial planning resource to advisors, RIAs, and their clients
Support complex planning conversations across retirement, estate, tax, investment, insurance, risk management, and wealth transfer planning
Help advisors identify planning opportunities and deliver clear, actionable recommendations
Partner with internal teams to improve planning workflows, deliverables, tools, and service models
Assist with advisor education, planning content, presentations, webinars, whitepapers, and best practices
Use planning software and Excel modeling to support scenario analysis and planning recommendations
Help increase advisor adoption of financial planning resources and planning technology
Mentor and support planning team members as the function continues to grow
Contribute to the ongoing build‑out and modernization of the Advanced Planning function
Qualifications
Active CFP® designation required
7+ years of financial planning, wealth planning, advanced planning, or related experience
Experience working with financial advisors, RIAs, or advisor teams strongly preferred
Experience supporting HNW clients required; UHNW or $10MM+ net worth exposure preferred
Strong knowledge across retirement, estate, tax, investment, insurance, and wealth transfer planning
Ability to identify planning opportunities and coordinate with CPAs, estate attorneys, and other professionals when needed
Experience with planning technology such as eMoney, MoneyGuidePro, RightCapital, Holistiplan, or similar tools
Strong Excel and financial modeling skills preferred
Strong advisor-facing and client-facing communication skills
Comfortable in a growing/rebuilding function where process, structure, and tools are still being refined
Texas-based candidates required; Austin area strongly preferred
Ideal Profile
The right candidate will be a senior planning professional who can bring technical credibility, advisor trust, and a practical planning approach. This person should be comfortable engaging with advisors, asking the right questions, identifying planning opportunities, and helping clients understand complex planning concepts in a clear and approachable way.
This person should also be energized by the opportunity to help shape a growing Advanced Planning function, improve planning delivery, and create a stronger experience for advisors and their clients.
Why This Opportunity
High-visibility role reporting into Advanced Planning leadership
Opportunity to help rebuild and scale a planning function
Direct exposure to advisors, RIAs, and complex client planning needs
Strong platform environment with meaningful advisor impact
Combination of technical planning, advisor engagement, planning technology, and process improvement
Hybrid schedule with Fridays remote
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at
#J-18808-Ljbffr
Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.