CFP Senior Financial Planner - Private Banking Leader

Flagstar Bank; Walnut Creek (CA); On-site; USD 140,000 - 170,000; Full time

Job summary

Flagstar Bank's Private Bank seeks a Senior Financial Planner (CFP®) to lead delivery of comprehensive, goals-based financial planning for high-net-worth clients in Palo Alto. You will partner with bankers and advisors to translate client goals into actionable planning and recommendations, focusing on complex needs such as equity compensation and liquidity events.

The role is client-facing and execution-oriented, with collaboration across wealth management teams to deliver integrated solutions

Qualifications

• CFP® certification or active progress toward designation.
• Experience with financial planning software and CRM tools.
• Minimum 8+ years experience in financial planning or wealth management.

Responsibilities

• Lead comprehensive financial planning delivery with multi-scenario cash flow modeling and liquidity planning.
• Present complex financial planning concepts in client meetings with bankers to drive decisions.
• Act as planning ambassador to support adoption of planning across the Private Bank.
• Collaborate with Wealth Advisors, Trust, Investment, Insurance, and Lending teams to integrate planning with solutions.

Skills

CFP certification

Financial planning

CRM tools

Client communication

Education

Undergraduate Degree (4 years)

Tools

CRM software

Financial planning software

Job description

Flagstar Bank's Private Bank seeks a Senior Financial Planner (CFP®) to lead delivery of comprehensive, goals-based financial planning for high-net-worth clients in Palo Alto. You will partner with bankers and advisors to translate client goals into actionable planning and recommendations, focusing on complex needs such as equity compensation and liquidity events.

The role is client-facing and execution-oriented, with collaboration across wealth management teams to deliver integrated solutions