Senior CFP Wealth Planner - Private Banking

flagstar

Palo Alto (CA)

On-site

USD 120,000 - 180,000

Full time

6 days ago

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Job summary

Flagstar is seeking a Senior Financial Planner (CFP®) for Private Banking in Palo Alto. The role focuses on delivering sophisticated planning for high-net-worth clients, including wealth structuring, tax planning, and philanthropy advisory, within a collaborative private bank team.

As a core member of Family Advisory and Trusts, you will translate client goals into actionable recommendations, work with bankers to present concepts, and stay current on regulatory considerations to drive client

Qualifications

Education level required: Undergraduate Degree (4 years or equivalent)
Minimum experience required: 8+ Years experience in financial planning or wealth management
CFP® certification or active progress toward designation
Experience working with financial planning software and CRM tools

Responsibilities

Lead Comprehensive Financial Planning Delivery. Prepare and deliver financial planning analyses using multi-scenario cash flow modeling and retirement strategies.
Serve as Trusted Client Advisor. Present complex planning concepts in a clear, client-centric manner with bankers and advisors.
Drive Planning Excellence. Act as in-house financial planning expert to support planning adoption across Private Bank.
Ongoing Learning and Collaboration. Stay updated on planning best practices and collaborate with Wealth Planners, Trust, and lending specialists.