Private Banking Senior Financial Planner (CFP)

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

Job summary

Flagstar Bank’s Private Bank Family Advisory and Trusts team seeks a Senior Financial Planner (CFP®) to lead sophisticated planning for high-net-worth clients. You will deliver multi-scenario cash flow analyses, tax-efficient wealth transfer, and philanthropy planning in collaboration with bankers and wealth professionals.

This role emphasizes client education, cross-functional teamwork, and staying current on regulatory developments, with opportunities to shape the private bank’s planning

Qualifications

• CFP certification or active progress toward designation.
• 8+ years experience in financial planning or wealth management.
• Undergraduate Degree (4 years or equivalent).

Responsibilities

• Lead Comprehensive Financial Planning Delivery with multi-scenario cash flow models.
• Serve as Trusted Client Advisor in client meetings and cross-functional collaborations.
• Drive Planning Excellence and educate bankers on planning applications.
• Ongoing learning and collaboration with Family Advisory team and other specialists.

Skills

CFP certification

Financial planning software

CRM tools

Education

Undergraduate Degree

Tools

Financial planning software

CRM tools

Job description

Flagstar Bank’s Private Bank Family Advisory and Trusts team seeks a Senior Financial Planner (CFP®) to lead sophisticated planning for high-net-worth clients. You will deliver multi-scenario cash flow analyses, tax-efficient wealth transfer, and philanthropy planning in collaboration with bankers and wealth professionals.

This role emphasizes client education, cross-functional teamwork, and staying current on regulatory developments, with opportunities to shape the private bank’s planning